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About Us

Our Mission

Our mission is to provide sound recommendations designed for your greatest benefit. We strive to eliminate the guesswork often associated with retirement planning by providing clear information and recommendations. We assist in the design and then implement a plan for your retirement. We then remain by your side, monitoring how the plan is working, making any necessary adjustments as life changes along the way.

Our Focus

Leveraged Solutions is a full-service retirement planning financial advisory that is driven by one focused goal – to help clients grow, protect and transfer all they have worked so hard to achieve. How can we help you secure your financial future?

Harold Sanes | Principal

Ask Leveraged Solutions Principal Harold Sanes about himself and he immediately starts talking about the Sanes’ three generations of financial professionals. “My father Bill Sanes, who is retired now after 50+ years in the industry, was a hard-working, disciplined man–and my role model. My son Matthew Sanes has all of our talents and skills multiplied three times over,” says Harold Sanes.

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Matthew Sanes | Principal, Managing Director

Matthew Sanes is a third-generation financial professional whose personal mission dovetails perfectly with the two firms he runs. “I’m dedicated to serving underserved communities,” Matthew says. “We created Wealth Innovations to help young professionals, who often aren’t given adequate attention because people in their 30s and 40s are considered ‘less profitable’. Conversely, we established Leveraged Solutions to help people 50+–retirees and pre-retirees–who are often ‘sold’ on high-fee investment products. Every single client, whether older or younger, wealthy or not, deserves an overarching plan delivered with our full focus, expertise and impartial advice,” says Sanes.

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How much do you really need for retirement?

Services

Financial Planning

We will give you the guidance to save for retirement, generate retirement income, minimize your tax burden, determine proper insurance coverage, help you develop strategies to manage your financial future and offer personalized programs to help you achieve your unique goals.

Lifetime Income

Protecting your hard-earned assets in perhaps the most volatile era in generations can be easier than you think. And there may not be a more important time than now to safeguard all that you’ve worked so hard to achieve.

Social Security

Social Security is becoming one of the primary sources of income for baby-boomers as they approach retirement and the reality is they may not have saved enough money to fund their retirement.

Did you know you could increase your lifetime social security benefits by nearly $500,000 over your lifetime? All it takes is some simple planning. You only get one shot at it, so make that shot count.

Retirement Planning

The earlier and more carefully you plan, the more likely you are to realize your vision of the future and enjoy yourself when retirement actually comes. We can guide you step-by-step through the retirement planning process and help you create a plan that meets your unique goals and objectives.

Retirement Plans

Our company offers a broad array of retirement plans. We customize and select the design based on the goals and size of the company. Example plan types are 401(k)s, Pension Plans, Profit Sharing Plans and Simple IRAs. Our plans are fee-based and utilize best-of-breed fund managers with an emphasis on cost efficiency.

Wealth Transfer

There are few things more important to successfully transferring wealth than solid financial planning. With so much focus on building an effective retirement plan, creating an equally effective plan for transferring hard-earned assets can unfortunately be an afterthought.

Long-Term Care

Unfortunately, the vast majority of seniors have no protection from this very legitimate threat. Some cannot qualify due to poor health, some assume the government will take care of them, some cannot afford the premiums and others are simply in denial of the potential disaster of a long-term care situation.

Life Insurance

Many people think of life insurance as simply providing a death benefit to loved ones. Few realize that life insurance has evolved over the last few decades to become one of the most effective tools available for retirement planning.

Whether you’re a business owner, physician, or any professional, people are discovering the advantages of structuring life insurance to provide tax-free income. This is a game changer in modern retirement planning.

Not only does life insurance provide significant tax savings, it can also offer long-term-care coverage, which can be a debilitating expense for many in retirement.

In summary, life insurance can be the solution for:

Lifetime tax-free income
Long-term-care coverage
Helping with final expenses
Seamless inheritance for your heirs
Helping to pay federal, state, inheritance and estate taxes
Making charitable contributions

Attend our Free Education Workshops – “Strategies to Maximize Your Social Security”