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Leanne Plancic

Leanne Plancic

Financial Consultant, Retirement Planning Specialist

Bellevue, WA

Mobile Phone: (206) 728-2400

I help people learn what we all should have learned in college, but didn't.

FINANCIAL PLANNING 101: How to make SMART decisions with your MONEY and your FUTURE!


  1. Young Professionals – Save less money now (vs. later) to reach your goals.
  2. Changed Jobs – Don’t leave your old 401k behind at your old company.
  3. Couples – Plan your Financial Goals together.
  4. Divorced – Time to rebuild regain control of your finances.
  5. New Moms and Dads – Protect your kids with Life Insurance, Set up College Funds.
  6. Moved to the Area – Find a local Financial Resource.
  7. 5-10 years from Retirement
    1. Put a safety net under your retirement nest egg to protect if from another 2008.
    2. Make sure you don't outlive your money.
  8. Adult Children - Long Term Care Insurance can keep them from being a financial burden on their kids.
  9. Inheritances – How do you make sure you invest that money responsibly?
  10. Business Owners
    1. Set up Retirement Accts., Tax Shelters to keep more of your profits.
    2. Use Life Insurance to secure your loan or fund a Buy/Sell Agreement

WOMEN PROFESSIONALS - I am passionate about working with women professionals because it's important for all of us to take control of our own financial future. Women are more likely to live longer, so our money has to last longer. We also often take time off of work to raise our families, which gives us less time to save money for our future. Having a financial plan in place that factors such variables in allows us to ensure we reach our financial goals.

LGBT FINANCIAL PLANNING - I am especially passionate about working with members of the LGBT community. When it comes to inheritances, hospital visitation rights, medical decisions for loved ones, and financial planning for your famlies, extra measures must be implemented to make sure you have a solid financial plan in place that will protect your family.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at Complaints about an Equitable Advisors FP should be directed to

California Insurance License #: 0I47340

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.