Media & Press Requests

Need a quote, speaker, or story about retirement planning done right?

We’re glad you found us. Leverage Planners offers expert insight on retirement income, portfolio strategy, taxes, healthcare, and long-term care—delivered with clarity and candor. Whether you’re a journalist on a tight deadline, a podcast host seeking a sharp guest, or an event planner looking for real financial talk (without the fluff), we’re here to help.

For quotes, interviews, media appearances, or speaker bookings, please reach out to our media team directly:

Email: media@leverageplanners.com
Phone: (425) 223-4520

We’re not just retirement planners—we’re educators, advocates, and straight-shooters. Here are some of our favorite topics:

• Protecting retirement income in unpredictable markets

• Why taxes matter more in retirement than while working

• Understanding Social Security strategy (and why most people get it wrong)

• Navigating long-term care planning with empathy

• Real talk on structured portfolios, risk, and peace of mind

• Behavioral finance and emotional decision-making

Need something outside this list? Just ask. We tailor talks and commentary to your audience.

If you’re working on a piece and need logos, founder headshots, or brand guidelines, you can find everything in our press kit:

We’re happy to make our logos, photos, and brand content available for media, education, and event-related use. All assets provided in our press kit are the property of Leverage Planners and may be used only for:

• Media coverage of our firm or representatives

• Educational or informational content featuring our commentary

• Approved event or speaking engagements

Please do not:

• Modify or distort our logos or images

• Use our content in financial promotions or third-party marketing materials

• Imply any endorsement or partnership without our written consent

If you have questions about usage—or need permission for something not listed here—reach out any time at media@leverageplanners.com.

We reserve the right to revoke usage rights for any materials if used in a misleading, defamatory, or inconsistent way with our brand and values.