Leverage Planners is one of the industry’s leading strategic management and leverage planning firms. Our locally owned firm has nurtured and secured professional strategic alliances that give us the resources of a much larger operation without the overhead cost inefficiencies of others in finance. We can thereby focus on YOU, delivering more personal attention to [...]

Software-based (no refinance): Wealth Accumulator Leverage Planners uses proven financial strategies to help American homeowners achieve their financial goals. Our mortgage acceleration program helps you own your home in less than half the time by using common practices used by Fortune 500 companies. An average Leverage Planner customer will pay their mortgage off in 6-15 [...]

Leverage Planners is supported by a skilled group of estate-planning attorneys, CPAs, CFPs, and ChFCs. With extensive experience, the Leverage Planners team can help answer your questions about income structuring, college funding, retirement strategies, and taxation. Sometimes, though, you’d rather research a topic yourself. Here’s a peek at some of the Leverage Planners team’s favorite [...]

Cascades of Cash When we discuss money it all starts with your circle of wealth. We all have a circle of wealth and we have divided it into three areas, Accumulated Money, Lifestyle Money, and Transferred Wealth. The two areas we are going to focus on are Accumulated Money and how Transferred Wealth, more importantly [...]

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