Michael Leverty , ChFC®, CLU®, CAP®, RICP® | Source | CEO and Founder at Leverty Financial
Michael Leverty , ChFC®, CLU®, CAP®, RICP®
Mike is the Chief Executive Officer and Founder at Leverty Financial. He is bringing over 20 years of industry leadership and financial planning experience to his role. He specializes in helping clients transition into retirement, with an emphasis on planning for corporate employees and their families. Mike is from Hudson, where he now lives with his wife Hailley and sons Leyton and Levi. He graduated from the University of Minnesota- Carlson School of Management with a double major in Finance and Risk Management.
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It’s OK to take a couple of years to explore other areas and don’t jump in immediately. You really have to view it as a second home and not a vacation. Factor in amenities like shopping and healthcare—things you wouldn’t think about if you just vacationed there for a couple of weeks. Factor in amenities like shopping and healthcare—things you wouldn’t think about if you just vacationed there for a couple of weeks.
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articleRetirees Spend a Lot of Time and Money to Buy Their ‘Forever Home.’ Then They Sell It.It doesn’t take long for people to discover that what’s perfect now is far from perfect before too long. And it costs them.
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Leverty Financial
CEO and Founder