Business Details
16 Years
experience
Your Trusted Financial Partner in Las Vegas
At Battleborn Financial Advisor, we specialize in simplifying the complexities of financial planning and medical insurance to empower our clients. With a personalized approach rooted in active listening, we prioritize your unique needs when recommending health, life insurance, retirement, and estate planning solutions. Our commitment to fiduciary standards ensures every decision aligns with your best interests. Backed by over a decade of experience since 2010, we serve individuals and small businesses across Montana, Nevada, and virtually nationwide. Our team of Certified Financial Planners combines deep expertise with ethical practices, leveraging tools like our Making Life Better Calculator and partnerships with local estate attorneys to deliver customized strategies.As active community members in Great Falls, Roundup, Las Vegas, and Pahrump, we blend local knowledge with national resources to help clients achieve long-term financial success. Our transparent fee structure includes free consultations, hourly advice at $300/hour, and management fees ranging from 0.5% to 0.95% with no minimums. We maintain independence through partnerships with Interactive Financial Advisors and a broad network of insurance carriers, ensuring unbiased solutions tailored to your specific circumstances.
Services
Retirement Planning
Health Insurance
Life Insurance
Estate Planning
Long-Term Care
Medicare Solutions
Disability Insurance
401(k) Management
Financial Consultation
Investment Advisory
Details
- Year established: 2010
Highlights and features
- We provide fiduciary financial advice prioritizing your best interests.
- Our team includes Certified Financial Planners with 14+ years of experience.
- We offer transparent fee structures with free initial consultations.
- We combine local community knowledge with nationwide insurance carrier networks.
- Our proprietary Making Life Better Calculator ensures personalized financial strategies.
Associations and certifications
- Certified Financial Planner (CFP)
- SEC Registered Investment Advisor
Services
Retirement Planning
We create customized retirement plans using individual retirement accounts and small business solutions like 401(k)s. Our approach combines risk assessment, tax optimization, and growth strategies to ensure financial security. With over 14 years of experience, we help clients transition from accumulation to sustainable income phases while adapting to changing market conditions.
Medicare Solutions
Our Medicare planning service analyzes all available carriers and plans in your area, including options from Medicare.gov. We help clients understand coverage gaps, supplemental policies, and prescription drug plans while ensuring compliance with state-specific insurance regulations through legitimate providers.
Estate Planning
We coordinate with local estate attorneys to create comprehensive plans addressing wills, trusts, and long-term care costs. Using our longevity planner tool at smartdecision.life, we estimate future care expenses and develop strategies to protect assets while ensuring clients' wishes are documented and legally enforceable.
Life Insurance
We offer term life insurance solutions matched to clients' health profiles through competitive carrier comparisons. Our process includes needs analysis, policy selection, and regular reviews to ensure coverage aligns with evolving financial obligations like mortgages, education funds, and business succession requirements.
Financial Consultation
Our consultation process follows the CARES framework: building relationships, discovering goals, analyzing financial situations, creating solutions, and maintaining service schedules. This structured approach ensures comprehensive understanding of clients' financial landscapes while maintaining transparent communication throughout the planning process.
People
Brent Leavitt
Certified Financial Planner
Brent Leavitt, CFP, has provided fiduciary financial advice since 2010, specializing in retirement and insurance solutions. As founder of Battleborn Financial Advisor, he combines local community knowledge with national resources to serve clients across multiple states.
Questions
What financial services do you specialize in?
We specialize in retirement planning, Medicare solutions, life insurance, estate planning, long-term care, and investment management tailored to individual and small business needs.
Are you fiduciary financial advisors?
Yes, we act as fiduciaries required to put client interests first in all financial recommendations and planning decisions.
How are your fees structured?
We offer free initial consultations, hourly advice at $300/hour, and investment management fees ranging from 0.5% to 0.95% of account value with no minimums.
Do you serve clients outside Nevada and Montana?
Yes, we provide virtual financial planning services to clients across all 50 states through secure online platforms.
What makes Battleborn different from other advisors?
Our combination of Certified Financial Planner™ expertise, proprietary planning tools, and community-focused approach creates personalized solutions that blend local knowledge with national resources.
How do you select insurance providers?
We partner with multiple legitimate insurance carriers in each state to ensure competitive options while maintaining fiduciary standards in all recommendations.
