Leverageplanning Reviews

They are absolutely professional and

They are absolutely professional and extremely knowledgeable about annuities and how to best incorporate them into your retirement based portfolio Also they were very helpful and objective with the annuity selection and application process I would highly recommend them to anyone who is considering the initial purchase or transfer of an existing annuity

Colin was very professional and helpful

Colin was very professional and helpful throughout the whole process He responded quickly to my questions and concerns

Couldn t be happier to have found Rhett

Couldn t be happier to have found Rhett Stubbendeck at Leverage Planning to help us become familiar with Annuity Investing of which he is a seasoned investment advisor and is proficient at insurance and annuities He guided us in securing an investment that suited our needs for retirement planning His expertise professionalism quick to respond and never tire of our endless questions was appreciated Thank you for your time and patience in helping us come to a good conclusion for wealth security that we felt comfortable with

Honest trustworthy and easy to work with

Rhett helped me rollover my 401K from a prior employer to an annuity He was transparent ethical and showed me the options to fit my risk tolerance I feel like some brokers liked showing me the best case scenarios just to get my business - Rhett helped provide realistic expectations and was genuine and honest I have used Rhett for my DI policy P C insurance and now annuity investments He s a trusted advisor who I will continue to do business with in the future

Rhett is a fantastic human being

Rhett is a fantastic human being He provided us with the perfect amount of information to make decisions that aligned with our investment values We are looking forward to meeting with him annually for our reevaluation

Working with Colin was easy

Working with Colin was easy His perpetration and presentations were thorough and concise He followed up with emails texts and phone calls at appropriate and convenient times Appointments over the computer were easy I feel I did my diligence and it paid off with a few good options for my needs

Very good experience

The Leverage people I spoke to were very helpful answered all my questions and I did not feel like any products were being pushed upon me They also responded quickly to phone calls and emails As a former financial advisor myself I found them to be very good to work with and will probably use them again in the future

Positive Experience

Colin was extremely helpful knowledgeable and patient He reviewed our other policies and helped us make comparisons He promptly provided details and spreadsheets so we could analyze products and he followed through on everything he said he would do