Welcome to
LEVERAGE
At Leverage, we don’t sell one-size-fits-all products. Instead, we craft tailored solutions because every situation, income, savings, and financial goal is unique. Our approach adapts to meet your needs, whether you're planning for retirement income, reducing taxes, obtaining guaranteed income, or reallocating wealth to maximize your accumulation and protect your financial legacy.
PROBLEMS WITH THE STATUS QUO
There are Three Primary Risks That Could Ruin Your Retirement
UNNECESSARY
TAXES
RISK OF MARKET
LOSS
NOT HAVING ENOUGH OR OUTLIVING YOUR INCOME
What We Do
-
Retirement Income Strategies & Solutions: Bridge income gaps by adding additional streams of retirement income that you can’t outlive.
-
The Power of Indexing: A variation of Warren Buffet’s recommended indexing strategy options. (backed by data and research on BlackRock Financial and Ernst & Young)
-
Risk-Free Investment Growth: Enjoy market participation with protection against losses.
-
Generational Wealth Transfer: Transfer immense wealth tax-free while bypassing probate.
-
Legal and Financial Protection: Shield assets from lawsuits, litigation, and bankruptcy.
Why Do People Pick Leverage?
-
Maximize Wealth: Accumulate cash growth long-term through market participation without losses for any portion of your savings you never want to lose.
-
Guaranteed income: Lifetime income payments will last as long as you and your retirement.
-
Customized Wealth Strategies: We craft unique plans tailored to your financial profile.
-
Comprehensive Protection: Safeguard your wealth from market volatility, legal threats, and unnecessary taxes.
-
More Legacy: Transfer tax-free and probate-free wealth to heirs without taxes or legal complications.
