Excellent
46 reviews
Leverage PlanningHonesty, pricing, process and quality scores appear once 5 customers have rated them.
Leverage Planning is a virtual, full-service retirement planning firm serving clients in all 50 states. We work with pre-retirees and retirees who have spent decades building their savings and now want a clear, coordinated plan for the next chapter.Most people approaching retirement don't need another product pitch. They need answers to real questions: Will my money last? How do I minimize taxes? What happens to my spouse? How do I handle healthcare costs? Is my estate in order?We bring it all under one roof - investment management, retirement income planning, tax coordination, estate planning support, Medicare guidance, and insurance and annuity solutions. Everything is delivered virtually, so you can meet with your team from your kitchen table instead of driving to an office.We're built on a simple idea: retirement planning should feel less like managing a portfolio and more like having a team that handles the whole picture.
Leverage Planning (leverageplanning.com) has 46 customer reviews on Rated Honest, with an average rating of 4.9 out of 5.
Showing 42 reviews with 5 stars · Clear filters
EARL S.
Posted
The Leverage people I spoke to were very helpful, answered all my questions, and I did not feel like any products were being pushed upon me. They also responded quickly to phone calls and emails. As a former financial advisor myself, I found them to be very good to work with and will probably use them again in the future.
Carol
Posted
Colin was extremely helpful, knowledgeable, and patient. He reviewed our other policies and helped us make comparisons. He promptly provided details and spreadsheets so we could analyze products, and he followed through on everything he said he would do.
Nathan M.
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Colin was very professional and helpful throughout the whole process. He responded quickly to my questions and concerns.
Joe
Posted
They are absolutely professional and extremely knowledgeable about annuities and how to best incorporate them into your retirement based portfolio. Also, they were very helpful and objective with the annuity selection and application process. I would highly recommend them to anyone who is considering the initial purchase or transfer of an existing annuity.
Rita & Mark R.
Posted
Couldn’t be happier to have found Rhett Stubbendeck at Leverage Planning to help us become familiar with Annuity Investing (of which he is a seasoned investment advisor and is proficient at insurance and annuities!). He guided us in securing an investment that suited our needs for retirement planning. His expertise, professionalism, quick to respond and never tire of our endless questions was appreciated. Thank you for your time and patience in helping us come to a good conclusion for wealth security that we felt comfortable with.
Heather S.
Posted
Rhett is a fantastic human being! He provided us with the perfect amount of information to make decisions that aligned with our investment values. We are looking forward to meeting with him annually for our reevaluation!
Thomas
Posted
Working with Colin was easy. His perpetration and presentations were thorough and concise. He followed up with emails, texts, and phone calls at appropriate and convenient times. Appointments over the computer were easy. I feel I did my diligence and it paid off with a few good options for my needs.
bryan H.
Posted
Rhett helped find my mom a fixed income annuity product that was competitive. Good communication and overall please with the service.
