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.

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

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