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Born In The Fifties

a division of Leverage Planners Wealth Management

Privacy Policy

We value your privacy, and we want to help make your experience with Leverage Planners as satisfying and safe as possible. We have established this Privacy Policy to explain how we receive, use, and share information you may provide in connection with your access to this website.

YOUR ACKNOWLEDGEMENT. The Site is intended for use only by individuals over the age of 18 who are accessing the Site from inside the United States. By using the Site or submitting any information to us, you acknowledge that you are over the age of 18, are in the United States, and that you consent to our use and sharing of information collected or submitted as described in this Privacy Policy. This Privacy Policy is incorporated into and is subject to the Site’s Terms of Use.  By using the Site, you expressly consent to the terms of this Privacy Policy and the information handling practices described herein

TYPES OF INFORMATION WE COLLECT. In connection with your use of this Site, we may collect both personally identifiable information (“PII”) and non-personally identifiable information (“Non-PII”). PII includes information such as your name, address, phone number, zip code, email address, and similar information. Non-PII is non-personally identifiable information, and may include, for example, your IP address, browser type, domain names, access dates and similar information. (PII and Non-PII will be collectively referred to as “Information”)

COLLECTION OF INFORMATION.   We may collect information from you through your voluntary submission to receive offers from the Site or access to certain resources on the Site.

We also may collect information from your browser when you use the Site, using a variety of methods.  The information that we with these automated methods may include, for example, your IP address, cookie information, a unique device or user ID, browser type, system type, the content and pages that you access on the Site, and the “referring URL” (i.e., the page from which you navigated to the Site). Websites visited before visiting the Site might place Information within the URL of your browser during a visit to that previous website. We may unintentionally collect that information as part of referring URL information. We may also use cookies on the Site to recognize you and to store references to you and session validators on your hard drive.  We may use passively-collected information to administer, operate, and improve the Site and our other services and systems, and to provide services and content that are tailored to you. We may combine non-PII with PII.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Advisory services offered through Leverage Planners Wealth Management, LLC (LPWM,) and insurance products offered through Leverage Planners (a DBA of No Bull Financial, LLC), an affiliated firm. Leverage Planners Wealth Management is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Contact Us

Phone: (425) 223-4520

Fax: (206) 666-3078

Headquarters

310 120th Ave NE, Suite 205

Bellevue, WA 98005

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