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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Contact Info

425-223-4520

contactus@leverageplanners.com

M–F 9:00am – 5:00pm

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All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Leverage Planners Wealth Management, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed with a qualified adviser before implementation. Nothing on this site is intended to provide legal or tax advice or serve as the sole basis for financial decisions.

Advisory services are offered through Leverage Planners Wealth Management, LLC (LPWM), an Investment Adviser registered in the State of Washington. Insurance products are offered through No Bull Financial, LLC, doing business as Leverage Planners, an affiliated company. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses that involve securities transactions or personalized investment advice for compensation will not be made without registration or exemption. Being registered does not imply a certain level of skill or training.

Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This website does not constitute an offer to sell or a solicitation to buy any security or insurance product. The presence of this website shall in no way be construed as a solicitation in any state where Leverage Planners is not registered or otherwise legally permitted to do business.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory services. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods that vary by insurance company. Annuities are not FDIC insured.

Leverage Planners Wealth Management, LLC and No Bull Financial, LLC dba Leverage Planners are not affiliated with or endorsed by the Social Security Administration or any government agency.

Leverage Planners does not provide tax or legal advice. Please consult a qualified professional for assistance with any tax or legal issues, including wills and trusts. Any references to estate or legacy planning are general in nature and do not constitute legal or tax advice or a solicitation for any such services.

Images and photographs are included solely for visual enhancement. They should not be construed as endorsements or testimonials from any individuals shown.