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Leverage Planners Wealth Management

 

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Retirement Risk: Don’t trade downside protection for more upside


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Contact Us

Phone: (425) 223-4520
Fax: (425) 310-8132

Headquarters

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

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Advisory services offered through Leverage Planners Wealth Management, LLC (LPWM,) and insurance products offered through Leverage Planners (a DBA of No Bull Financial, LLC), an affiliated firm.

Leverage Planners Wealth Management is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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  • Our Process
  • Our Locations
  • Our Team
    • Careers
  • Client Resources
  • Education
  • Events