Leverage PlanningReviews of leverageplanning.com

The agent listen to what I was looking for and explained the process and got everything set up for me.

Breann was a true professional, she listened to my needs, walked me through a variety of options and helped me to come up with a plan that worked well for me. I am a very busy guy and had a very clear set of objectives for the money. Breann was patient with me and made a solid effort to work within my schedule, she answered all of my questions and added an extra level of communication to make sure I was fully up to speed on exactly what was going on.

Top notch retirement advisor. I was nervous, initially, about planning for retirement, but Breann really helped me figure out what I was comfortable with and got me partnered with a reputable company with the best interest rates and terms available. Working with Breann is awesome. She’ll have all my future business.

Aaron was great to work with. Knowledgeable, fast communication.

Recently retired I have been faced with some decisions on my 401K. I fortunately had the opportunity to discuss options with Carly from Leverage. She provided some amazing options and explained them better than anyone had before. It was a great educational opportunity! I would recommed to anyone!

Aaron was very helpful in educating me on my options and I appreciated him not trying to force something on me that I wasn’t ready for.

I have never met with more experienced and polite insurance agents! Carly Smith and Eric Bork are fantastic people! They made it super easy for me. I was concerned about getting proper insurance. I will be contacting them again for my insurance needs!

Leverage planning is an amazing firm to work with.customer service was always accessible and kind. For a first-time user, they responded to inquiries with a wealth of expertise and gave excellent context. Our agent, rhett,was a pleasure to deal with and made everything Very simple.