Financial Advisors
Bellevue, WA
Leverage Planners is a wealth management firm in Bellevue specializing in comprehensive retirement planning for individuals approaching or in retirement. Their services span income security and cash flow planning, investment portfolio protection, tax reduction strategies, healthcare and long-term care planning, and estate and legacy planning. They focus on helping clients maintain steady retirement income, reduce taxes, protect assets from market volatility, and efficiently transfer wealth to heirs.
Ideal for: Retirees, Pre-retirees planning transition to retirement, High-income earners seeking tax efficiency, Individuals concerned about healthcare and long-term care costs
Service area: Bellevue and greater Seattle metropolitan area, WA
Comprehensive Retirement Focus: Specializes exclusively in retirement planning with coordinated strategies across income security, investments, taxes, healthcare, and estate planning rather than general financial advice.
Tax & Healthcare Expertise: Offers specialized planning for tax reduction through Roth conversions and RMD strategies, plus long-term care and Medicare planning to address major retirement expense concerns.
Downside Protection Approach: Uses buffered ETFs and risk-managed strategies designed to reduce market exposure while pursuing growth, specifically tailored for retirees protecting existing assets.
Address: 310 120th Ave NE suite a-205, Bellevue, WA 98005
Phone: (425) 223-4520
Website: leverageplanners.com
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