Leverage Planners is a financial services company dedicated to helping hardworking, frugal individuals, known as 'Blue Jean Millionaires,' and those aiming to become one. As licensed fiduciaries, they serve as retirement lifestyle defenders, architects, and advisors, providing personalized financial strategies to secure clients' futures. Based in Washington State, the firm is a Registered Investment Advisor (RIA) and a licensed insurance producer, committed to guiding clients through their financial journey with patience and clear communication. Clients appreciate the welcoming and family-like atmosphere created by Jack and the team. Many mention feeling like part of the family from the start, with some recalling engaging stories and a sense of confidence gained through their guidance. The team is also known for their caring approach, offering education about investment opportunities and helping clients feel knowledgeable and comfortable about their retirement plans. Beyond financial advice, Leverage Planners hosts fun and memorable events, including movie outings and sports tickets, which foster a sense of community and appreciation among clients. These activities not only provide entertainment but also serve as opportunities to connect and learn more about financial opportunities in a relaxed setting. Overall, Leverage Planners is recognized for their genuine care, dedication, and efforts to empower clients to achieve financial security and enjoy their retirement years.
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.
