Welcome to Leverage Planners

Welcome to Leverage Planners, a personal and business financial planning firm located in Kirkland, Washington, whose principals have helped thousands of individuals and families for over two decades throughout the United States to secure their financial freedom, and to grow wealth through successful equity management strategies.

Until recently, most people focused almost entirely on the rate of return on their investment money, and accelerated repayments of their mortgages.

Now, their biggest concerns are:

• How do I get back the money (and equity) I lost?
• How do I not lose the money I currently have?
• How do I make sure I don't run out of living-expense cash?

From technology professionals to attorneys, aerospace workers to doctors, we help our wide range of clients build wealth through financial strategies that safely and predictably increase money that was previously sitting dormant in their home equity, 401(k)'s, IRA's, Retirement Accounts and other assets.

We believe in Safe Money, and we only work with money or accounts that are not exposed to the risk of the open market. We believe in a Reasonable Rate of Return averaging between 6 and 8 percent. And, we believe in Simple. If you don’t understand it, you shouldn’t own it.

Because we mainly focus on safe and predictable growth accounts, which includes insured fixed and indexed life and annuity strategies, we've provided a Myths vs Facts news release that addresses the misinformation about these excellent wealth-building products.

For a no-cost phone consultation, feel free to call us at (425) 223-4520 or fill out this form.