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.
Showing 4 reviews with 4 stars · Clear filters
Joseph D.
The advisor at Leverage Planning was professional and looked at best options for our GYA needs. The securing of annuity contracts was done in a reasonable time. There is opportunity for Leverage Planning to go more digital in completing administrative and asset transfer paperwork which required some back and forth communication. Overall a good experience and would consider Leverage for future GYA needs.
DALE
It is always so helpful speaking with Leverage as you decide which annuity to invest in and why. I truly wouldn't go to anyone else. Once the company is chosen, Leverage will work with them to guarantee as smooth a transaction as possible between customer and company. The one issue of concern for me is the length of time between application completion and notification of transaction completion where there is no further communication of any kind. I realize that that period of time is out of the control of Leverage and that they have no control over the company processing the transaction. However, some reassurance during what was a month's wait would have gone a long way towards earning that fifth star!
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.
John H.
Colin clearly answered all question. Colin called back with answers finished business
