Author: Leibowitz

“The vast majority of our clients have at least inquired about what their plan would look like if they retired early. We haven't seen people want to delay retirement. They’re getting a flavor of what retirement will look like.” - Mike Leverty

"We believe there are attractive opportunities in the triple-net-lease and private equity direct-lending space to help enhance the income component of a portfolio." - Mike Leverty

“As our practice has grown and become more complex, we decided that we needed a more customized approach. The transition offers an enhanced operational investment platform, including portfolio management and research, cutting edge technology for both our team and clients along with access to elite industry practice management consultants." -Mike Leverty

In suburban Minneapolis, financial adviser Mike Leverty says his affluent clients want to dip into savings to buy new cars or swimming pools, but can’t because of shortages of goods or labor.

“A client wants to do a kitchen remodel, but the contractors are booked for a year,” he said.

"We just feel like almost everything is keeping up proportionally. So, the increase will primarily offset added expense they are seeing." - Mike Leverty

“The pandemic was an opportunity to completely revisit the way we do business." - Mike Leverty

"The pandemic stressed not only the importance of having a plan but having an advisory team that could implement and execute the plan." - Mike Leverty