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ABOUT US
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Leverage is your partner in building secure wealth while eliminating downside risk. We specialize in creating financial strategies that protect your wealth, maximize your income, and ensure a stress-free future—retirement income solutions to help you bridge the retirement income gaps.
OUR MISSION IS SIMPLE
To empower you to retire confidently, build long-term wealth, and create
A plan that ensures you never outlive your money. We’re here to make your retirement and
Financial goals a reality without the risk. Our team is passionate about transforming people's
Thoughts and results about retirement income and wealth-building.
If you’re frustrated from dealing with…
1. Market volatility and unpredictable losses.
2. Concerns about accumulating enough funds or outliving your money.
3. Unnecessary taxes are eating away at your wealth.
4. Retirement plans that don’t deliver enough income.
If you are committed to accomplishing:
1. A secure, stress-free retirement with consistent income payments for life.
2. Multiply your wealth and secure your legacy with tax and probate-free generational wealth transfer.
3. Protecting your assets from market crashes and legal threats.
Leverage is here to help.
PROBLEM WITH THE TRADITIONAL RETIREMENT APPROACH
Stock Market Risk and Loss
Unnecessary taxes
Not having enough money or outliving your money
SOLUTION FOR THE TRADITIONAL RETIREMENT
1. Maximize Tax-Free Growth: Helping clients shield their hard-earned money from taxation while growing their wealth safely.
2. Provide Guaranteed Lifetime Income: Ensuring you never outlive your savings.
3. Minimize Risk: Offering market downside protection to secure money in turbulent times.
Leverage is a leader in retirement income solutions, specializing in strategies that:
1. Personalized Plans: Clients receive a tailored strategy based on their unique financial goals and life stage.
2. Proven Success: With over a decade of expertise, we’ve helped individuals and business owners achieve financial independence faster.
3. Innovative Solutions: Our services
Top 2023 Woman in business
Laura-Beth has committed to helping others in every professional role she has held. She has worked in Housing and Economic Development of County government, in YWCA and Volunteers of America homeless shelters as the Director of women and children's services, and ultimately started her business of benefits and financial services. She's fortunate to be able to have her youngest son Caleb as a business partner of 10 years.
Today, her passion is to shatter how people think about funding their retirement and educate them on safe, tax-free plans, that protect against losses of 'investment accounts'. She reminds us that we don't know what we don't know and that it is time to get out of the; 'that's the way it's always been' thinking regarding financial planning. Her company helps clients 'Leverage' unfamiliar options of truly safe financial planning.
Leverage
Caleb Law
Laura-Beth Christensen
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