Excellent
Based on 46 reviews
Leverage Planning4.9Honesty, pricing, process and quality scores appear once 5 customers have rated them.
Leverage Planning is a virtual, full-service retirement planning firm serving clients in all 50 states. We work with pre-retirees and retirees who have spent decades building their savings and now want a clear, coordinated plan for the next chapter.Most people approaching retirement don't need another product pitch. They need answers to real questions: Will my money last? How do I minimize taxes? What happens to my spouse? How do I handle healthcare costs? Is my estate in order?We bring it all under one roof - investment management, retirement income planning, tax coordination, estate planning support, Medicare guidance, and insurance and annuity solutions. Everything is delivered virtually, so you can meet with your team from your kitchen table instead of driving to an office.We're built on a simple idea: retirement planning should feel less like managing a portfolio and more like having a team that handles the whole picture.
Leverage Planning (leverageplanning.com) has 46 customer reviews on Folks Told, with an average rating of 4.9 out of 5.
46 approved reviews, newest moderated first
Brittany L.
I have never met with more experienced and polite insurance agents! Carly Smith and Eric Bork are fantastic people! They made it super easy for me. I was concerned about getting proper insurance. I will be contacting them again for my insurance needs!
Evelyn B.
Leverage planning is an amazing firm to work with.customer service was always accessible and kind. For a first-time user, they responded to inquiries with a wealth of expertise and gave excellent context. Our agent, rhett,was a pleasure to deal with and made everything Very simple.
EARL S.
The Leverage people I spoke to were very helpful, answered all my questions, and I did not feel like any products were being pushed upon me. They also responded quickly to phone calls and emails. As a former financial advisor myself, I found them to be very good to work with and will probably use them again in the future.
Carol
Colin was extremely helpful, knowledgeable, and patient. He reviewed our other policies and helped us make comparisons. He promptly provided details and spreadsheets so we could analyze products, and he followed through on everything he said he would do.
Nathan M.
Colin was very professional and helpful throughout the whole process. He responded quickly to my questions and concerns.
Joe
They are absolutely professional and extremely knowledgeable about annuities and how to best incorporate them into your retirement based portfolio. Also, they were very helpful and objective with the annuity selection and application process. I would highly recommend them to anyone who is considering the initial purchase or transfer of an existing annuity.
Richard K.
Your agent, Rhett Stubbeldeck, overcame difficulties imposed by the previous annuity holder and successfully completed the transfer to the new annuity he had recommended. But it's only a 4-star review because it took way too long and I had to remind him on 2 occasions to keep pushing.
Rita & Mark R.
Couldn’t be happier to have found Rhett Stubbendeck at Leverage Planning to help us become familiar with Annuity Investing (of which he is a seasoned investment advisor and is proficient at insurance and annuities!). He guided us in securing an investment that suited our needs for retirement planning. His expertise, professionalism, quick to respond and never tire of our endless questions was appreciated. Thank you for your time and patience in helping us come to a good conclusion for wealth security that we felt comfortable with.
