Leverage PlanningReviews of leverageplanning.com

I called Breann at first as an informational call. I had been thinking about an annuity for a balanced retirement portfolio and I wanted more information on a fixed predictable (no stocks!) income for my investment and to balance out my other investments. I spoke with her at length and she provided me with excellent information on the safety of the particular annuity I chose, she answered every question with knowledge and gave me the pros and cons of each one. I initially thought this was a research call but I ended up buying the one she recommended as it filled all the boxes I was looking for. She also gave me a sense of security with this annuity as she explained that policyholders are typically protected by state guaranty associations. All in all I found her to be very reliable and knowledgeable and easy to do business with. I am a person who typically asks a lot of questions, and Breann came through with flying colors!

I did extensive research before buying my annuity. And the most knowledgeable person I dealt with was Rhett Stubbendeck from Leverage Planning. He was very accurate and always returned with answers to my questions very quickly. Returned emails and phone calls promptly. My annuity payments have started and are exactly what Rhett told me they would be. I would have no qualms dealing with him again in the future and will refer anyone who asks about annuities to him!

The agent listen to what I was looking for and explained the process and got everything set up for me.

Breann was a true professional, she listened to my needs, walked me through a variety of options and helped me to come up with a plan that worked well for me. I am a very busy guy and had a very clear set of objectives for the money. Breann was patient with me and made a solid effort to work within my schedule, she answered all of my questions and added an extra level of communication to make sure I was fully up to speed on exactly what was going on.

Top notch retirement advisor. I was nervous, initially, about planning for retirement, but Breann really helped me figure out what I was comfortable with and got me partnered with a reputable company with the best interest rates and terms available. Working with Breann is awesome. She’ll have all my future business.

Aaron was great to work with. Knowledgeable, fast communication.

Recently retired I have been faced with some decisions on my 401K. I fortunately had the opportunity to discuss options with Carly from Leverage. She provided some amazing options and explained them better than anyone had before. It was a great educational opportunity! I would recommed to anyone!

Aaron was very helpful in educating me on my options and I appreciated him not trying to force something on me that I wasn’t ready for.