Best performing safe harbor I've seen, and a very fun team!
December 2023
I am still talking about the wonderful experience I had at the movies, hosted by Leverage Planners! On top of enjoying the movie, leverage Planners educated its members about another amazing opportunity that will increase our investments! Thank you leverage Planners for all you do for your clients ❤️
December 2023
We had the pleasure of watching the movie Wonka with our Leverage Planners family. What a good time! Much thanks to Dave, Sean, and the rest of the Leverage Planners group.
At Leverage Planners, we specialize in serving hardworking, frugal individuals—what we call 'Blue Jean Millionaires'—and those striving to become one. As licensed fiduciaries, we act as your retirement lifestyle defenders, architects, and advisors. Headquartered in Washington State, we are a Registered Investment Advisor (RIA) and a licensed insurance producer, dedicated to providing tailored financial strategies to help you secure your future
