Leverage Planners

Leverage Planners We'll take great care of you! Providing fiduciary financial care for our clients since 1997. WHO ARE OUR CLIENTS;
1. Hard working everyday folks
3.

OUR FOCUS;
A) Safety First
B) Vitality (Income Security,)
C) Longevity (Asset Protection,)
D) Vampires (Stop the bloodsuckers; taxes, fees, & risks,)
E) Heroes (Medicare, LTC, & Safety Net insurance,)
F) Immortality (Legacy, Estate, and Integration.) Typical 'Blue Jean Millionaires' (and those who wish they were.)
2. Frugal & financially responsible
4. "Family-focused" (partners and/or kids,)
5. C

ertainty trumps Speculation
6. Preparation creates Freedom

Clients are financially adopted & embraced comprehensively. Customers begin with baby-steps, choosing solutions a la carte. (Most clients get started as customers.) www.LeveragePlanners.com
Investment Advisory services offered through Leverage Planners Wealth Management, LLC, a Washington Registered Investment Advisor, CRD #283864. Insurance services offered through Leverage Planners Insurance Services, WA #700356.

06/11/2026

Multiple income sources in retirement is complex—but it's also a huge advantage when coordinated 🎯

Social Security, real estate, pensions, portfolios—all flowing through taxes differently. Layer them to cover essentials while minimizing lifetime taxes.

06/10/2026

Washington can't manage its own checkbook, but they're in charge of yours 🏛️

Your income doesn't stop when government does—but markets might. If your plan depends on smooth politics, it's a hope, not a plan. Build around reliability, not rhetoric.

06/09/2026

Alternative investments solve a critical retirement problem: returns uncorrelated to stock volatility 📊

Interval funds, REITs, and managed futures can provide 5-8% yields while stocks crash. Should be 10-25% of portfolios. Balance is everything.

06/08/2026

Healthcare will likely be your biggest retirement expense 🏥

A couple making $200K can pay $7,000 more in Medicare premiums than a couple making $130K. IRMAA surcharges use income from two years ago. Plan ahead.

06/05/2026

70% of wealthy families lose their wealth by the second generation. 90% by the third. 👔

The culprit isn't bad investments—it's lack of communication. The transfer of knowledge matters more than the transfer of assets.

06/04/2026

They say inflation's cooling. You sure about that? 🤔

Retirees watching grocery bills, gas prices, and travel costs climb disagree. Lock in steady income that beats inflation. The goal isn't excitement—it's endurance.

06/03/2026

A 30-50% crash devastates retirees even if it's temporary—because shares sold at depressed prices never recover 📉

Limit worst-case scenarios with purpose-driven allocation. Each investment should solve an actual money problem.

06/02/2026

Social Security, rental income, retirement withdrawals, and pensions create stable income—but Uncle Sam can claim way too much if you're not careful 💸

The key is coordination. Every income source affects the others, and the right timing can save tens of thousands in taxes.

06/01/2026

Saving was easy because it felt productive. Spending feels wrong because it feels final. 💭

The answer is structure, not guilt. If the plan says "yes," spend freely and without apology.

05/29/2026

The "tax torpedo" hits when Social Security pushes your other income into higher tax territory 💥

Every extra dollar can trigger two more in taxation. Most retirees never see it coming—but it's easy to avoid with the right structure.

Address

310 120th Avenue, NE, Suite 205
Bellevue, WA
98005

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm

Telephone

+14252234520

Website

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