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Leverage Planners is one of the industry's leading strategic management and leverage planning firms. Our locally owned firm has nurtured and secured professional strategic alliances that give us the resources of a much larger operation without the overhead cost inefficiencies of others in finance. We can thereby focus on YOU, delivering more personal attention to your unique desires and it enables us to emerge as a leader in strategic consulting. As our client, you can rely on us to provide the trust and security of a relationship to serve as your “Personal CFO.” This frees you to focus on living YOUR life, and helps you make decisions that are unique to your own financial situation. We, in addition to our team of inhouse and external professionals, provide our clients with access to the following services:
- Comprehensive Financial Management
- Independent Insurance Consulting & Advice
- Tax Planning & Retirement Cash Flow Analysis
- Financial Coaching & Leverage Planning Services
- Real Estate Planning (Analysis, Appraisal, and Lending Services)
- Asset Protection & Insurance Coordination
- Liability Management & Budget Planning
- Estate & Wealth Transfer Planning
- Business Succession Planning
- Philanthropic & Charitable Giving Planning
- Portfolio Risk/Safety Optimization Strategies
- Company Benefits Planning & Analysis
- Education Planning (Tax-advantaged accounts, Financial Aid)
The benefit of fee-based planning services is that you pay for just the specific plan we develop and time spent with you -- just like you do with your medical, legal and accounting professionals. Once you are satisfied with your updated plan, you can choose to have it implemented however you like, with whomever you like, (including our firm, if that is your preference.)
However, you can expect our plans and recommendations to include detailed steps on implementation. We’ll provide specific recommendations, for example, on interest market protection, asset risk-type classes, or on the types of insurance that will help achieve your goals. If you require the services of lawyers or accountants, we’ll give some guidance on where to go for this support.
The types of questions we can answer are…
- How can I afford to buy a house? (And should I?)
- How can I eliminate my home debt faster, and safer?
- How can I get some relief from my credit card debt?
- How can I minimize my taxes?
- How can we afford private schools or college educations for our kids?
- How should I participate in my employer's retirement plan? Are there better options for me?
- How can I secure my family’s future in case something happens to me?
- How can I keep from losing money in my investments? Have I made the right choices?
- What should I do with the distribution from my 401(k) or IRA?
- When can I retire and be sure I'll have enough money to maintain my standard of living?
- How can I make absolutely sure I do not run out of income in my old age?
- How can I get the financial side of my life organized once and for all?