Leverage Benefit Consulting
Leverage Benefit Consulting is a Seattle-based financial advisory firm founded by Laura-Beth Christensen and Caleb Law that delivers retirement income solutions, high-yield savings plans, and specialized services like Annuity Rescue and Wealth Reallocation Planning to individuals, high-income professionals, and business owners via an exclusive partnership with Jucebox Group.
- Company typePrivate
- Founded2013
- HeadquartersSeattle, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Leverage Benefit Consulting does
Leverage Benefit Consulting is a Seattle, Washington-based financial advisory firm founded by Laura-Beth Christensen, with her son Caleb Law serving as business partner for approximately ten years. The firm serves individuals planning for retirement, high-income professionals, and business owners, providing retirement income solutions, high-yield savings plans, and specialized offerings such as Annuity Rescue and Wealth Reallocation Planning. Its core product suite is delivered through an exclusive partnership with Jucebox Group, which provides the underlying products (PPA, TFRA, and Income Gap Protection).
The firm's go-to-market is built around a structured, three-step client engagement process: a 10-minute introductory call, a 30-minute Forecaster Planning Session offered at no cost as a lead-generation mechanism, and a 30-minute Results Presentation. This funnel is reinforced by the personal brand of the founders and supported via content marketing and digital presence. Customer acquisition is predominantly long-tail and individual-client driven, without disclosed enterprise or institutional clients.
Leverage Benefit Consulting is a privately held, for-profit business operating at modest scale (11-50 employees). Revenue is generated through professional service fees and commissions tied to the Jucebox-distributed product lineup; no pricing, revenue figures, or funding history is publicly disclosed. The firm holds no evident AI or proprietary-technology differentiation and is positioned as a traditional, relationship-led advisory practice.
Leverage Benefit Consulting firmographics
Firmographics- Name
- Leverage Benefit Consulting
- Legal name
- Leverage Benefit Consulting
- Website
- https://leveragebenefit.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Leverage Benefit Consulting is a Seattle-based financial advisory firm founded by Laura-Beth Christensen and Caleb Law that delivers retirement income solutions, high-yield savings plans, and specialized services like Annuity Rescue and Wealth Reallocation Planning to individuals, high-income professionals, and business owners via an exclusive partnership with Jucebox Group.
- Ownership category
- akta.pro rank
Leverage Benefit Consulting industry classification
Industry- Product category
- Retirement Planning Services
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)
- akta.pro secondary industry
- Employee Benefits Brokerage & Consulting (FSAEADAC)
Keywords
Where Leverage Benefit Consulting is headquartered
LocationHeadquarters
- HQ city
- Seattle
- HQ country
- United States
- HQ region
- North America
Markets served
Leverage Benefit Consulting business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Financial Advisory and Consulting Services: Revenue is generated through financial consulting and advisory services for retirement income planning, including Retirement Income Solutions, Forecaster Planning Sessions, and High-Yield Savings Plan strategies. The company helps clients with Income Gap Protection, Personal Pension Accounts (PPA), and Tax-Free Retirement Accounts (TFRA).
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Leverage Benefit Consulting product offering
Product offeringCore offering
Leverage Benefit Consulting is a financial advisory firm that delivers personalized retirement income planning, tax-advantaged retirement accounts, and wealth reallocation services to individuals, high-income professionals, and business owners. Core deliverables include Retirement Income Solutions (Income Gap Protection, Personal Pension Accounts, and Tax-Free Retirement Accounts), a Forecaster Planning Session that produces custom retirement projections, and a High-Yield Savings Plan for business owners. The firm earns revenue through consulting fees and commissions on the financial products it places for clients.
Product overview
Leverage Benefit Consulting is a financial advisory firm offering a suite of retirement planning and wealth management products and services. The core offerings include Retirement Income Solutions (Income Gap Protection, Personal Pension Account, and TFRA), the Forecaster Planning Session for financial projections, and the High-Yield Savings Plan for business owners. Additional services include Wealth Reallocation Planning and Annuity Rescue. The firm specializes in alternatives to traditional stock market investing, focusing on guaranteed income, principal protection, and tax-advantaged retirement strategies.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Income Solutions Comprehensive retirement planning service for individuals seeking to bridge income gaps, protect against market losses, and secure guaranteed lifetime income. Includes Income Gap Protection, Personal Pension Account (PPA), and Tax-Free Retirement Account (TFRA) components.
- Forecaster Planning Session A complimentary three-step consultation process (10-minute introduction call, 30-minute Forecaster Session via Zoom, 30-minute personalized results presentation) that delivers retirement financial standing and forward projections. Designed for individuals planning for retirement.
- High-Yield Savings Plan (HYSP) Personalized savings strategy service for business owners seeking to protect money, grow wealth, and navigate financial gaps, taxes, and market risk with clear next steps.
- Income Gap Protection Analysis service that calculates monthly income gaps, projects savings longevity, and locks in guaranteed lifetime income to close the shortfall between needed retirement income and guaranteed income sources.
- Personal Pension Account (PPA) A private, customized pension product that creates lifetime income, protects principal during market downturns, and offers market-linked growth without market losses for retirement planning.
- TFRA: Tax-Free Retirement Account A tax-advantaged retirement account designed to provide market growth, tax-free retirement income, and guaranteed lifetime income for high-income earners seeking additional retirement income streams.
- Annuity Rescue Service that helps clients escape low-return, high-fee, or inflexible annuity contracts by repositioning to safer growth strategies and guaranteed income solutions.
- Wealth Reallocation Planning Strategic wealth repositioning service for high-income professionals focused on protecting and growing assets while preparing for generational wealth transfer.
Quantifiable outcome
- Increase after-tax retirement income by an average of 33%
- +2 more outcomes
Companies that use Leverage Benefit Consulting
Customer profileSegments4 records
Ideal customer profiles4 records
Leverage Benefit Consulting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Leverage Benefit Consulting partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Jucebox GroupcoreLeverage Benefit Consulting partners with Jucebox Group (operating the 'Retirement Made Simple' platform) to offer retirement income expertise. Together they provide unique strategies including the Child Asset Plan, TSP Rescue Plan, Personal Pension Account, and Tax-Free Retirement Account. The partnership focuses on revolutionizing how Americans retire by providing access to risk-free indexes that guarantee income for life while reducing taxes.
Recent moves6 records
Expansion highlights5 records
Leverage Benefit Consulting competitors and assessment
Company assessmentDirect peers
- Blueprint Income: Blueprint Income is a digital retirement-income planning platform that helps individuals create guaranteed lifetime income strategies using annuities. Directly comparable to Leverage Benefit Consulting on product category (retirement-income annuities) and target customer (individuals approaching retirement).
- Income Lab: Income Lab provides retirement-income planning software and advisory services focused on sustainable withdrawal strategies and lifetime income. Comparable to Leverage Benefit Consulting on retirement-income planning methodology and individual client base.
- Garrett Planning Network: Garrett Planning Network is a network of fee-only financial advisors serving individuals and households on an hourly and ongoing basis, with strong retirement-planning specialization. Comparable to Leverage Benefit Consulting on fee-based financial advisory serving individuals with retirement-income planning needs.
- NewRetirement: NewRetirement is a do-it-yourself retirement planning platform that combines financial planning software with access to CFP professionals. Comparable to Leverage Benefit Consulting in retirement planning for individuals, though more technology-led versus Leverage's consultative, advisor-led model.
- American Retirement Advisors: American Retirement Advisors is an independent retirement-income and annuity-focused advisory firm serving individuals and small-business owners. Closely comparable to Leverage Benefit Consulting on niche product focus (annuities, retirement income) and consultative sales motion.
- Jucebox Group: Jucebox Group operates the 'Retirement Made Simple' platform and is Leverage Benefit Consulting's core strategic partner, providing PPA, TFRA, Income Gap Protection, and other retirement-income strategies. It is the most direct comparison since both firms deliver the same risk-free-index retirement-income methodology to individual clients.
Broad incumbents
- Fisher Investments: Fisher Investments is a large private RIA managing discretionary portfolios for high-net-worth individuals and institutions. Comparable as a broad incumbent in the wealth-advisory space overlapping with Leverage Benefit Consulting's high-income professional and business-owner segments.
- Edelman Financial Engines: Edelman Financial Engines is a large national RIA combining traditional wealth management with retirement-income planning and employer-plan advisory. Comparable as a broad incumbent competing across retirement planning, wealth management, and the high-income segments Leverage Benefit targets.
- Empower (Personal Capital): Empower, the merged entity of Empower Retirement and Personal Capital, is a large incumbent wealth and retirement platform serving millions of individuals with advisory, planning, and annuity/retirement-income products. Comparable as a broad retirement-wealth incumbent competing for the same end-customer, but at vastly greater scale.
Emerging players
- Wealth.com: Wealth.com is a technology platform providing marketing, CRM, and annuity-illustration tools to retirement and wealth advisors. Comparable as an emerging player in the same retirement-advice ecosystem Leverage Benefit operates in, enabling advisor productivity rather than directly competing on advice delivery.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Leverage Benefit Consulting social profiles
Digital presenceLeverage Benefit Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
Leverage Benefit Consulting leadership team
Management profileNumber of profiles
Profiles2 records
Leverage Benefit Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Leverage Benefit Consulting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Leverage Benefit Consulting
What does Leverage Benefit Consulting do?
Leverage Benefit Consulting is a financial advisory firm that delivers personalized retirement income planning, tax-advantaged retirement accounts, and wealth reallocation services to individuals, high-income professionals, and business owners. Core deliverables include Retirement Income Solutions (Income Gap Protection, Personal Pension Accounts, and Tax-Free Retirement Accounts), a Forecaster Planning Session that produces custom retirement projections, and a High-Yield Savings Plan for business owners. The firm earns revenue through consulting fees and commissions on the financial products it places for clients.
Is Leverage Benefit Consulting a public or private company?
Leverage Benefit Consulting is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Leverage Benefit Consulting founded?
Leverage Benefit Consulting was founded in 2013. It employs 11 to 50 people.
Where is Leverage Benefit Consulting based?
Leverage Benefit Consulting is headquartered in Seattle, United States, in the North America region.
How does Leverage Benefit Consulting make money?
One revenue line is on record: financial Advisory and Consulting Services.
Who are Leverage Benefit Consulting's main competitors?
Direct peers on record are Blueprint Income, Income Lab, Garrett Planning Network, NewRetirement, American Retirement Advisors and Jucebox Group. Broad incumbents are Fisher Investments, Edelman Financial Engines and Empower (Personal Capital). Wealth.com is listed as an emerging player.
Does Leverage Benefit Consulting have an API?
No public API is recorded for Leverage Benefit Consulting.
What industry is Leverage Benefit Consulting in?
Leverage Benefit Consulting's product category is Retirement Planning Services. Its primary akta.pro industry code is FSAEABAF, Retirement Plan Participant Advice & Managed Accounts, with a secondary code of FSAEADAC, Employee Benefits Brokerage & Consulting. Its NAICS code is 52394 and its SIC code is 6282.