Business Details
16 Years
experience
Your Trusted Financial Advisors in Las Vegas
At Battleborn Financial, we specialize in simplifying complex financial planning and medical insurance solutions. Our personalized approach focuses on listening to client needs and recommending strategies aligned with their best interests. We offer comprehensive services including health and Medicare insurance, life and disability insurance, retirement planning, and estate management. Our team works with Interactive Financial Advisors to provide independent investment management while maintaining fiduciary responsibility.With deep roots in communities across Nevada and Montana, we combine local knowledge with national expertise to help clients achieve long-term financial success through customized planning and transparent communication.
Services
Retirement Planning
Health Insurance Brokerage
Estate Planning
Life Insurance Solutions
Disability Insurance
Medicare Planning
Investment Management
Long-Term Care Planning
Details
- Year established: 2010
Highlights and features
- We operate as fiduciaries, always prioritizing client interests
- Our CFP professionals maintain the highest industry standards
- Community-focused approach with local market expertise
- Transparent fee structure with no hidden costs
- Customized financial solutions for diverse client needs
Associations and certifications
- Certified Financial Planner (CFP)
- SEC Registered Investment Advisor
Services
Retirement Planning
We create customized retirement plans including IRAs and 401(k)s. Our experts analyze current savings, future goals, and risk tolerance to develop sustainable withdrawal strategies. Clients receive ongoing portfolio management and regular performance reviews to ensure long-term financial security.
Health Insurance Brokerage
Our team compares all available health insurance options including Medicare plans. We verify carrier legitimacy and use official resources like Medicare.gov to ensure accurate comparisons. Clients receive personalized recommendations based on their specific medical needs and budget requirements.
Estate Planning
We coordinate with local attorneys to create comprehensive estate plans. Our process includes will creation, trust establishment, and long-term care cost projections using specialized tools. Clients receive guidance on minimizing tax liabilities and ensuring proper asset distribution.
Life Insurance Solutions
We offer term life insurance options tailored to individual health profiles. Our proprietary tools help determine appropriate coverage amounts based on income and family needs. Clients receive comparative analyses across multiple carriers to find optimal protection at competitive rates.
Investment Management
Through our partnership with Interactive Financial Advisors, we provide SEC-registered investment management. Our approach combines modern portfolio theory with personalized risk assessments. Clients benefit from transparent fee structures and regular performance reporting with no account minimums.
People
Brent Leavitt
Certified Financial Planner
Brent Leavitt is a CFP professional with over 13 years of experience in financial services. He specializes in retirement strategies and insurance solutions for small business owners and retirees across multiple states.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, health insurance brokerage, estate management, life/disability insurance, and investment management tailored to individual needs.
How are your fees structured?
We offer free initial consultations, asset management fees ranging from 0.5-0.95% annually, and hourly advice at $300/hour with no account minimums.
Are you fiduciaries?
Yes, we operate as fiduciaries and are registered with the SEC as Investment Advisor Representatives, always prioritizing client interests.
Do you serve clients outside Nevada and Montana?
We provide virtual financial planning services nationwide, supporting clients across the United States through secure online platforms.
What makes Battleborn different from other advisors?
Our combination of CFP expertise, transparent fee structure, and community-focused approach creates personalized solutions that prioritize long-term client success.
How do you handle insurance recommendations?
We maintain fiduciary standards while working with multiple carriers to find optimal coverage options based on individual health profiles and financial goals.
