Client Testimonials

Jack and the team from Leverage Planners made me feel like part of the family right away. Their story about the snail, the hare and the turtle convinced me I want to be a turtle. They were extremely patient with me, gave me clear answers to my questions and let me know what I could expect every step of the way. I was hesitant in letting someone else manage my money but now I feel very confident knowing that my money will continue to grow and that I’ll have guaranteed income when I retire.

Yesterday I had a quick, helpful, easy to understand financial planning meeting that left me feeling confident that I have taken measures to mitigate more losses to my modest – but hard-earned retirement savings. Connecting with the folks at Leverage Planners was easy. After providing them with a bit of information about my living and financial situation, they quickly honed-in on a simple path forward for me. The quick zoom meeting left me feeling confident that I have a plan – rather than no idea what I’m going to do. I just turned 65. I wish I had this conversation years ago with this group of talented financial planners. And now I understand they can help me with another piece of important planning I’ve put off. My will. Really looking forward to more support from this group. I’m genuinely appreciative and grateful.

Leverage Planners has given me peace of mind for my retirement, providing knowledgeable and professional management of my retirement savings, providing a good and no-risk appreciation of my funds.

Additionally, Leverage Planners hosts some great events, to include an outing to an Everett Aquasox game complete with dinner.