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, all of you everyday, working-stiff, frugal "Blue Jean Millionaires" (and those who wish they were)® are "our kind of people." We serve as retirement lifestyle defenders, architects, and advisors, and we operate as licensed fiduciaries headquartered in Washington State, a registered investment advisory firm, and insurance producer.
