David Lake

Medicare Specialist at Leverage Planners Wealth Managment - Bellevue, WA, US

David Lake's Colleagues at Leverage Planners Wealth Managment
Sean Bolen

Director Of Planning

Contact Sean Bolen

David Lake's Contact Details
HQ
N/A
Location
Seattle,Washington,United States
Company
Leverage Planners Wealth Managment
David Lake's Company Details
Leverage Planners Wealth Managment logo, Leverage Planners Wealth Managment contact details

Leverage Planners Wealth Managment

Bellevue, WA, US • 5 - 9 Employees
Financial Services

Leverage Planners Wealth Management, located in Bellevue, Washington, whose principals have helped thousands of individuals and families for over two decades throughout the United States to secure their financial freedom, and to grow wealth through successful equity management strategies.Now, their biggest concerns are:•How do I get back the money (and equity) I lost?•How do I not lose the money I currently have?•How do I make sure I don't run out of living-expense cash?From technology professionals to attorneys, aerospace workers to doctors, we help our wide range of clients build wealth through financial strategies that safely and predictably increase money that was previously sitting dormant in their home equity, 401(k)'s, IRA's, Retirement Accounts and other assets.We believe in Safe Money, and we only work with money or accounts that are not exposed to the risk of the open market. We believe in a Reasonable Rate of Return averaging between 6 and 8 percent. And, we believe in Simple. If you don't understand it, you shouldn't own it.

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Details about Leverage Planners Wealth Managment
Frequently Asked Questions about David Lake
David Lake currently works for Leverage Planners Wealth Managment, LLC.
David Lake's role at Leverage Planners Wealth Managment, LLC is Medicare Specialist.
David Lake's email address is ***@leverageplanners.com. To view David Lake's full email address, please signup to ConnectPlex.
David Lake works in the Financial Services industry.
David Lake's colleagues at Leverage Planners Wealth Managment are Sean Bolen and others.
David Lake's phone number is N/A
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