Retirement Planning
Retirement today isn’t about slowing down. It’s about freedom, flexibility, and purpose. Whether that means traveling, spending time with family, or giving back, your plan should support the life you want — for as long as you live.
At Leverage Planners, retirement planning is personal. We don’t rely on guesswork, rules of thumb, or one-size-fits-all products. We build forward-looking strategies that grow with you, protect what matters, and make smart use of every tool available — so your income, lifestyle, and legacy all work in sync.
The Five Pillars of a Confident Retirement
Your plan isn’t built in isolation. It’s designed around five essential components, each one supporting the others:
Income Security – Coordinating Social Security, pensions, and withdrawals into a reliable, tax-smart retirement paycheck.
Portfolio Protection – Designing allocations and safeguards that preserve your near-term needs while positioning the rest to grow responsibly.
Tax Reduction – Building multi-year strategies around RMDs, capital gains, and Social Security taxation so you keep more over time.
Healthcare Extension – Preparing for Medicare, medical costs, and care needs so health surprises don’t disrupt your lifestyle.
Life & Legacy – Structuring your assets and documents so what you leave behind is clear, intentional, and aligned with your values.
Each pillar is important on its own. Together, they form a retirement plan that’s coordinated, resilient, and built to last.
What It’s Like to Work With Us
Our process is clear, respectful, and centered on your goals:
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Trust & Respect Conversation – A first meeting to learn your story and explore fit.
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Situation Report (SitRep) – A comprehensive snapshot of where you stand and where the gaps are.
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Retirement Lifestyle Plan (RLP) – A personalized strategy, mapped to your goals and preferences.
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Delivery & Onboarding – We connect the pieces, activate your plan, and walk with you step by step.
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Ongoing Partnership – Annual reviews and ongoing access so your plan grows as your life does.
Looking Ahead With Confidence
Ready to Get Started?
No pressure. Just clarity.
Learn More About Us:
Want a retirement plan that prioritizes protection, income, and peace of mind? Let’s build it.
If you’re ready to stop wondering if you’re ready—and start knowing—you deserve a team that puts your safety, clarity, and future first.
Book Your First Appointment Learn About Our Full Process