What to Expect at Your First Appointment
Before your initial appointment, we ask that you watch this video from our Founder & Principal Advisor, David Donhoff, in order to be fully prepared for your meeting and know exactly what to expect.
Social Security SCAM – How to Protect Your Info!
8.7% Social Security COLA raise? Here come the Social Security SCAMMERS, beware! The GOOD news: Those already taking their Social Security annuity income benefits in 2023 will see the largest single-year cost of living adjustment raise in their lifetime (so far, and likely their parents lifetime as well!) How much of an increase? 8.7% for…
State Of The Summer
Red on the markets charts everywhere, and so many people in the general public are freaking out and worrying, but NOT YOU, not OUR people.
Trusted Contact (Mom’s Story)
Who should we call? Hey gang, Dave Donhoff, your advisor at leverage planners, wealth management, and a bit of a different, unique, um, unique video, uh, conversation here today. So this is a little sensitive buckle up a little time here. I want to share, first of all, started rye right off the bat with…