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.

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.

05/20/2026

Growth feels good—but without purpose, it's empty 🎯

Growth for the sake of growth is just activity. Growth tied to purpose is fulfillment. The market is unpredictable. Purpose is not.

05/19/2026

$5 million families might not face estate taxes—but there are still monsters under the surface 👀

Transfer wealth, wisdom, AND character. The SECURE Act means inherited IRAs face 10-year distributions—devastating for high-bracket heirs without Roth planning.

05/18/2026

Technology should serve your freedom, not steal it 📱

Retirees are spending hours managing passwords and apps—losing peace of mind to "progress." The fix? Simplification. One secure portal beats twelve apps.

05/15/2026

Your inheritance could disappear in months without the right structure 💸

Legacy planning isn't just about giving—it's about guiding your heirs with trust structures that protect and instruct.

05/14/2026

Averages lie. Lose 50% one year, gain 50% the next—your average is 0%, but you're still down 25%. 📊

Lifestyles run on certainty, not optimism. Build your plan for the real world, not theoretical returns.

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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