Is Leverage Planners Right for You?

Looking for financial advice that actually feels human?

We’re not the right fit for everyone — and that’s a good thing. Here’s who tends to love working with us (and who doesn’t).

You want to feel heard, not sold to. You want straight answers, not sales pitches or jargon. And most importantly, you want a plan that fits you, not some cookie-cutter script. We get it. That’s why we built Leverage Planners to work best with clients who want to collaborate, think critically, and build a future with clarity and confidence.

• You’re approaching retirement (or already there) and want a tax-smart income plan that won’t leave you guessing.

• You’ve saved diligently but know that portfolios don’t run themselves — especially in unpredictable markets.

• You value transparent conversations and want an advisor who explains both the strategy and the “why.”

• You’re interested in topics like LTC planning, legacy strategies, and protecting what you’ve built — but don’t want to be overwhelmed by product-speak.

• You believe your wealth is about more than numbers — it’s about freedom, family, and peace of mind.

• You’re looking for stock tips, market timing tricks, or crypto speculation.

• You prefer to hand off decisions with zero discussion or shared strategy.

• You’re only looking for someone to sell you a product, not build a real plan.

• You want a one-time transaction, not an ongoing relationship.

(That said — we’re always happy to refer you to professionals who may be a better fit for those needs.)

We’re planners, not pushers. Every relationship starts with a Trust & Respect meeting — a mutual interview to see if our philosophies align. No pressure. No commitment. Just a conversation.

If we both feel it’s a match, we build your Retirement Lifestyle Plan, which includes:

• A personalized financial blueprint

• Clear tax and income strategies

• Built-in flexibility for life’s curveballs

Our clients appreciate that we don’t leave things vague. We show our work, we explain our thinking, and we make sure you’re never in the dark.