Osvaldo R. Morales, JD, MSFS, ChFC, CLU

Osvaldo R. Morales, JD, MSFS, ChFC, CLU

Founder & CEO


Leverage Planning Strategies

We will finance retirement and college education expenses for individuals and companies that meet the necessary requirements.

Leverage Planning Strategies are designed to enable professionals, business owners, etc. to take advantage of leverage as a means to develop a wide range of financial contingency options including retirement planning, college funding, estate planning, business succession plans and much more.

We structure plans utilizing the powerful combination of leverage and stable financial products that offer the potential for more predictable returns and the opportunity to use other people's money to finance your retirement, your children's college education, estate planning, etc.

Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.

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