Our Fiduciary Promise

Putting Your Best Interest First—Always.

At Leverage Planners, trust isn’t a talking point. It’s the foundation of everything we do.

As fiduciaries, we’re legally and ethically committed to act in your best interest—at every stage of your retirement journey. That means no commissions, no product-driven agendas, and no fine print standing between you and sound advice.

But more than that, being a fiduciary reflects who we are.
It means we offer guidance based on your goals—not on guesswork.
Education, not sales.
Transparency, not complexity.
And decisions you can feel confident about, because you understand why they’re being made.

What Fiduciary Means at Leverage Planners

We believe fiduciary care should be more than a technical standard.
It should feel like clarity, consistency, and confidence.

Unconflicted Advice
We don’t earn commissions from product sales. Our compensation comes directly from our clients—so our focus stays where it belongs: on your plan, your needs, and your future.

Transparent Recommendations
Every recommendation we make comes with a clear explanation. You’ll always know what we’re suggesting—and why it matters to your long-term success.

Loyalty and Follow-Through
We approach every decision with the same care and diligence we’d want for ourselves or our own families. And we walk with you—not just when the plan is made, but as life evolves.

A Higher Standard of Planning

We plan for the long term, and we hold ourselves to that same lens.
That means:

• Leading with education, not urgency

• Staying consistent, even when markets aren’t

• Keeping your interests at the center of every strategy

Whether we’re guiding income planning, managing risk, aligning investments, or helping you design a legacy—you can count on our work to reflect your values and your vision.

The Leverage Planners Performance Pledge

Some promises are better in writing. Ours is.

For clients who qualify for our structured portfolio design, we offer the Leverage Planners Performance Pledge—a formal commitment that ties our billing to your plan’s design. If your portfolio doesn’t meet the agreed-upon performance benchmarks, we pause advisory billing until it’s back on track.

It’s one more way we align our work with your success—and one more reason clients tell us, “I feel like I finally have a team I can trust.”

→ Read the Full Performance Pledge