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What to Expect at Your First Appointment
Blue Jean Millionaire

What to Expect at Your First Appointment

ByDavid Donhoff August 31, 2023August 31, 2023

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.

Read More What to Expect at Your First AppointmentContinue

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Phone: (425) 223-4520
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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.

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