Leverage Planners

Leverage Planners We'll take great care of you! Providing fiduciary financial care for our clients since 1997. WHO ARE OUR CLIENTS;
1. Hard working everyday folks
3.

OUR FOCUS;
A) Safety First
B) Vitality (Income Security,)
C) Longevity (Asset Protection,)
D) Vampires (Stop the bloodsuckers; taxes, fees, & risks,)
E) Heroes (Medicare, LTC, & Safety Net insurance,)
F) Immortality (Legacy, Estate, and Integration.) Typical 'Blue Jean Millionaires' (and those who wish they were.)
2. Frugal & financially responsible
4. "Family-focused" (partners and/or kids,)
5. C

ertainty trumps Speculation
6. Preparation creates Freedom

Clients are financially adopted & embraced comprehensively. Customers begin with baby-steps, choosing solutions a la carte. (Most clients get started as customers.) www.LeveragePlanners.com
Investment Advisory services offered through Leverage Planners Wealth Management, LLC, a Washington Registered Investment Advisor, CRD #283864. Insurance services offered through Leverage Planners Insurance Services, WA #700356.

06/03/2026

A 30-50% crash devastates retirees even if it's temporary—because shares sold at depressed prices never recover 📉

Limit worst-case scenarios with purpose-driven allocation. Each investment should solve an actual money problem.

06/02/2026

Social Security, rental income, retirement withdrawals, and pensions create stable income—but Uncle Sam can claim way too much if you're not careful 💸

The key is coordination. Every income source affects the others, and the right timing can save tens of thousands in taxes.

06/01/2026

Saving was easy because it felt productive. Spending feels wrong because it feels final. 💭

The answer is structure, not guilt. If the plan says "yes," spend freely and without apology.

05/29/2026

The "tax torpedo" hits when Social Security pushes your other income into higher tax territory 💥

Every extra dollar can trigger two more in taxation. Most retirees never see it coming—but it's easy to avoid with the right structure.

05/28/2026

90% of insurance companies have stopped offering traditional long-term care insurance 🔄

LTC Savings Policies are the alternative: zero fees, 100% liquidity, and if you need care, your funds could double or triple—tax-free.

05/27/2026

You can lose half your lifestyle without losing a dime of principal 📉

The sequence of returns trap hits when you withdraw during downturns. Design income floors first so paychecks continue while growth accounts recover.

05/26/2026

A $2 million portfolio can survive a crash on paper but still destroy your retirement during withdrawals 📉

Divide money by WHEN you need it, not by risk tolerance. Money within 10 years needs protection. Money beyond 10 years can stay growth-oriented.

05/22/2026

Probate is where good intentions go to die ⚠️

Public, delayed, and expensive. You can bypass it with trusts, TOD accounts, and proper planning. Give your family peace, not a legal maze.

05/21/2026

Traditional LTC insurance: $4,000-$10,000/year in use-it-or-lose-it premiums that vanish if you never need care 🏥

LTC savings policies: Zero fees, accessible funds, and savings that double or triple tax-free if you need care. My dad's policy saved my stepmom from bankruptcy.

Address

310 120th Avenue, NE, Suite 205
Bellevue, WA
98005

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm

Telephone

+14252234520

Website

https://leverageplanners.com/contact/book-a-meeting/

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