Leverage Planners Wealth Management – Financial Planners in Bellevue, WA

Protect

Enjoy

Relax

Income Security

Plan for a steady income stream in retirement with a goal to never outlive your savings.

Portfolio Protection

Build a strategy designed to reduce downside exposure while still pursuing meaningful growth.

Tax Reduction Planning

Legally minimize your tax burden to keep more of your hard-earned wealth.

Healthcare Planning

Prepare for rising healthcare costs and long-term care without depleting your savings.

Legacy & Inheritance Planning

Plan for your assets to be passed on efficiently, avoiding unnecessary taxes and probate delays.

Education & Workshops

Attend our seminars to stay informed about the latest retirement planning strategies.

Our Services

Comprehensive Retirement Solutions Tailored to You

Income Security & Cash Flow Planning

Investment & Portfolio Protection

Tax Reduction & Efficiency Strategies

Healthcare & Long-Term Care Planning

Estate & Legacy Planning

Income Security & Cash Flow Planning

Retirement should be about enjoying life, not worrying about running out of money. Our Income Security & Cash Flow Planning ensures you have a steady, reliable income throughout retirement by optimizing withdrawals, pensions, Social Security, and annuities. We help structure your assets to provide predictable cash flow while minimizing risks like inflation and market downturns. With a well-planned strategy, you can confidently spend in retirement without fear of depleting your savings.

Investment & Portfolio Protection

Market volatility can be a major risk for retirees, but the right investment strategy can provide both growth and protection. Our Investment & Portfolio Protection service helps you build a well-diversified portfolio with downside protection, tax efficiency, and steady returns. We use buffered ETFs, risk-managed strategies, and retirement-focused allocations to safeguard your assets while keeping your money working for you. This approach ensures your investments support your long-term financial goals without unnecessary exposure to risk.

Tax Reduction & Efficiency Strategies

Taxes can erode your wealth in retirement, but proactive planning can help you keep more of what you’ve earned. Our Tax Reduction & Efficiency Strategies focus on minimizing your tax burden through smart withdrawals, Roth conversions, charitable giving, and asset location strategies. By structuring your retirement income tax-efficiently, we help reduce the impact of required minimum distributions (RMDs) and other tax liabilities. The result is a retirement strategy that maximizes after-tax income and preserves wealth for your future.

Healthcare & Long-Term Care Planning

Medical expenses are one of the biggest financial concerns in retirement, but planning ahead can protect your assets. Our Healthcare & Long-Term Care Planning service helps you prepare for rising healthcare costs, Medicare coverage decisions, and long-term care expenses. We guide you through strategies like hybrid insurance, health savings account utilization, and Medicaid planning to ensure you have access to quality care without jeopardizing your retirement savings. A well-structured plan gives you peace of mind that healthcare costs won’t derail your financial security.

Estate & Legacy Planning

Your financial legacy should be passed on according to your wishes, not lost to taxes and probate delays. Our Estate & Legacy Planning service helps you structure your assets for efficient wealth transfer, ensuring your loved ones receive their inheritance without unnecessary legal complications. We coordinate with estate attorneys and tax professionals to implement trusts, beneficiary designations, and other strategies that align with your goals. With proper planning, you can leave a lasting legacy while protecting your family’s financial future.

Promotional consideration paid by Leverage Planners Wealth Management, LLC