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
Heather S.
Rhett is a fantastic human being! He provided us with the perfect amount of information to make decisions that aligned with our investment values. We are looking forward to meeting with him annually for our reevaluation!
Thomas
Working with Colin was easy. His perpetration and presentations were thorough and concise. He followed up with emails, texts, and phone calls at appropriate and convenient times. Appointments over the computer were easy. I feel I did my diligence and it paid off with a few good options for my needs.
John H.
Colin clearly answered all question. Colin called back with answers finished business
bryan H.
Rhett helped find my mom a fixed income annuity product that was competitive. Good communication and overall please with the service.
Krystal S.
Rhett helped me rollover my 401K from a prior employer to an annuity. He was transparent, ethical and showed me the options to fit my risk tolerance. I feel like some brokers liked showing me the best case scenarios just to get my business - Rhett helped provide realistic expectations and was genuine and honest. I have used Rhett for my DI policy, P&C insurance and now annuity investments. He's a trusted advisor who I will continue to do business with in the future.
D. B.
Agent was professional, honest with a comprehensive approach.
