Welcome
At Leaverton Life Financial we focus on working with those who are retired and those planning to retire. We are here to provide you with the information that you need to help make the right decisions. Our mission is to help our clients avoid common mistakes that can drain their retirement savings. Finding a balance between Protection and Potential is always a difficult task. Our job is to help manage the different risks associated with your retirement.
Our Services
CUSTOMIZED PLANNING Design — Whether serving the individual who wants to accumulate wealth while managing risk or the retiree who wants to make their "rest of their life money" last a lifetime, we design programs to help our clients potentially … Read more...
Income Planning
Accumulation Phase vs. Consumption Phase Having a plan for income withdrawals in retirement may be one of the most important things that you do when preparing for your retirement. The question that folks usually ask prior to retirement is; “How much can I take out and have my retirement last?” The question that folks usually ask while in retirement is; “Am I … Read more...