Leverage Planners

Leverage Planners is a Financial Planner in Bellevue, WA, located at 310 120th Ave NE suite a-205. The firm provides retirement income security, investment and portfolio protection, tax reduction and efficiency strategies, healthcare and long-term care planning, and estate and legacy planning. It serves educators, blue-collar professionals, small business owners, and retirees from the private and public sectors, operating from offices in Bellevue, Mountlake Terrace, and Renton, as well as through secure virtual meetings for clients across the country.

The firm builds Retirement Lifestyle Plans tailored to individual values, income needs, and legacy intentions. Its investment approach uses buffered ETFs, risk-managed strategies, and diversified portfolios to provide downside protection and tax efficiency. For income, it optimizes withdrawals, pensions, Social Security, and annuities. Tax strategies include Roth conversions, charitable giving, and asset location to minimize burdens. Healthcare planning covers Medicare decisions, Medicaid planning, and health savings accounts. Estate planning coordinates with attorneys and tax professionals to implement trusts and beneficiary designations.

The team includes professionals with backgrounds in business, psychology, and trading, supported by staff specializing in project management, web development, and data processes. Leverage Planners follows a Cultural Compass guiding principles of preparation, curiosity, and follow-through. The firm operates as a fiduciary, offering unconflicted advice without commissions. For eligible accounts, it offers the Leverage Planners Protective Pledge, pausing advisory fees if performance falls below starting values, reinstating them when positive performance is achieved.

Leverage Planners combines fiduciary care with structured, durable portfolio design to help clients in Bellevue, WA, navigate retirement with clarity and confidence.

The firm is situated on 120th Ave NE, about a tenth of a mile from the intersection with Northeast 4th Street and the Midlakes neighborhood.

BizScoreAI gives Leverage Planners a Performance score of 78 out of 100. This rating reflects how quickly the website loads to keep visitors on the page and improve search engine rankings.