Empowering investors, Enriching futures

QLS – The Qualified Leverage Strategy™

This program takes an innovative approach to accessing money from a person’s qualified retirement plan. It has been designed to help our clients minimize the tax impact on their qualified plan assets and increase the value and transferability of traditional assets.

Secure options.

reduce taxes to maximize retirement value

Charitable Deductions

wealth for heirs or charitable contributions

why choose QLS?

  • Greater retirement income

  • More wealth passed on to heirs

  • More money for your favorite charity

Your journey to financial freedom

I am new to
pre-retirement process what should I bring with me?

Don’t worry we will help guide you through the entire process!

Call For Expert’s Advice

509.850.1150

Here’s what you’ll need to bring with you when we meet:

  • Please bring current balance sheet (assets/liabilities)

  • Current income and expected changes in the next 5 years

  • Any 401k or pension statements

  • Preferred retirement age

  • Major future expected expenditures (college education, business opportunities, etc.)