Why Us?

Our Approach

Thoughtful, Structured Retirement Planning

You’ve worked hard, saved responsibly, and built a strong foundation. Now it’s time to design the next chapter with clarity, confidence, and purpose.

That’s where we come in.

At Leverage Planners, we build plans with intention—rooted in real numbers, real tools, and real-life goals. We use engineering-level precision and speak in everyday language, because our clients value simplicity, transparency, and trust.

It all starts by listening.

We begin with your story—where you’ve been, what you care about, and what a well-lived retirement means to you. From there, we tailor a strategy to match your lifestyle, values, and priorities.

Some clients want income that feels like a paycheck. Others focus on reducing their lifetime tax bill, planning for healthcare, or passing wealth to the next generation. Many want all three—and more. We help organize and align your resources so they support the life you want to live.

This is an ongoing process.

Together, we build a flexible, evolving plan that grows with you—clear, protective, and built for the long haul.

→ Learn About Our Planning Approach

Culture & Values

We don’t just plan. We operate from a Cultural Compass.

At Leverage Planners, culture isn’t a buzzword or a framed motto—it’s how we show up every day. For our teammates. For our clients. For the mission we believe in.

We follow what we call The Cultural Compass—a clear set of guiding principles that shape how we think, how we act, and how we treat people. It’s a foundation built on preparation, curiosity, follow-through, and a deep respect for the trust our clients place in us.

We ask good questions. We stay ready. We keep our word.  And above all, we stay focused on people—their goals, their values, their vision for retirement.

We take pride in making retirement simpler and safer for those who’ve earned it. That starts with how we work behind the scenes—and carries through every conversation, every plan, and every result.

When the culture is clear, the client wins.

→ Explore Our Culture & Values

Our Protective Pledge

Security you can count on.

Advisory guidance should come with responsibility. That’s why we created the Leverage Planners Protection Pledge—a formal commitment of safety offered to households that meet certain portfolio and planning criteria.

If you qualify and your portfolio doesn’t perform as designed, we’ll pause your advisory fees until your accounts have fully recovered and you’ve won.  Nobody can guarantee market returns, but we can stand behind our protection of your life’s nest egg.  

Your confidence matters. And we’re here to earn it every step of the way.

→ How the Protective Pledge Works