Retirement, without question.
Leverage Planning is a fiduciary retirement planning firm built for pre-retirees and retirees with $500k. We build income plans and coordinate investments, tax efficiency, legacy, and Medicare under one team. Based in Omaha. Serving all 50 states by video.
Based in Omaha
Built for $500k+
Same conversation, different couple. Every time.
A couple comes in at 62. Two million in retirement accounts, a small pension, a folder of decisions they're "supposed to make." They've already got people: a CPA, an investment advisor, maybe an estate attorney their kids' lawyer mentioned. Each one is good at their piece. None of them are talking to each other.
A great investment plan that ignores Medicare premiums is still a broken plan.
So the husband does a Roth conversion in March, and his Medicare premium jumps two years later because nobody flagged the IRMAA bracket. The wife's beneficiary form contradicts the trust. The withdrawal sequence is tax-efficient on a spreadsheet and a disaster in practice. None of it is anyone's fault. There just wasn't a quarterback.
That's the gap I built Leverage Planning to close.
We're not the people you call to pick funds. We're the team that runs the whole plan. Income, investments, tax, estate, and Medicare as one coordinated thing. One quarterly rhythm. One number in your phone when something changes.
The shape of the work.
A coordinated retirement plan doesn't reduce to a single bullet point. But these four describe how we operate, and what every client gets, regardless of where they are in the country.
50 States served by video
Same advisor, same plan quality, whether you're in Scottsdale or Stamford.
5 Pillars in every plan
Income, investments, tax, estate, and Medicare. All under one roof.
100% First, by design
Flexibility to evaluate a broad range of products and recommend strategies tailored to your unique goals and needs.
Virtual First, by design
Built for video from day one. No branch network, no overhead you're paying for, no reason to drive across town.
Small by design. Coordinated by hand.
A team built around a single coordinated plan. We stay small so the coordination stays real.
Rhett
Stubbendeck
Founder, Chief Executive Officer & Investment Advisor Representative
Founded Leverage Planning to do retirement planning the way it should have been done all along: one team, all five pillars, on a quarterly rhythm.
Breann
Urban
Financial Professional
Works directly with clients on planning conversations, the discovery call, the plan delivery, and the ongoing coordination across the five pillars.
Aaron
Brooker
Long-Term Care
Specializes in the long-term care side of retirement planning, modeling the costs that derail more retirements than markets do, and structuring how to fund them.
Cody
Leach
Chief Technology Officer
Leads the technology that makes coordinated, virtual retirement planning work, planning tools, client portal, secure document workflow, and the systems behind every meeting.
Ryan
Downey
Software Engineer
Builds the internal tools and integrations that keep the firm running, from advisor workflows to client-facing systems. Quiet engine room of a virtual-first firm.
Eric
Bork
Marketing
Owns how the firm shows up in the world, the website, the writing, the explainer videos, the educational content. Most of how prospective clients first meet us is his work.
Colin
Nabity
Growth
Leads firm growth, building the operating model, the strategic plan, and the partnerships that let coordinated planning scale without losing what makes it good.
Kitra
Miller
Administrative Assistant
Keeps the firm's calendars, communications, and client intake running smoothly. The reason your meetings are scheduled and your questions get answered the same day.
The best retirement income plans aren't clever. They're the ones that still pay you in year fifteen.
Most retirement advice is optimized for the year it was given. We build plans that hold up across decades, through market cycles we can't predict, tax law we can't control, and life changes we can't schedule. Durable is the whole point.