in Your Retirement Future?
Attend our Free Education Workshops – “Strategies to Maximize Your Social Security”
Call (954)636-3805 to Register Today!
Seating is limited and will fill up quickly, so please make your reservation early!
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.
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.
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.