we #MakeItEasy

From retirement to healthcare planning,

Simplify Your Financial Journey

At Battleborn Financial Advisor, we simplify the complex world of financial planning and medical insurance. Our goal is to make things easy, from selecting the ideal health and life insurance plans to managing your IRAs and 401(k)s. With a personalized approach, we listen to your needs and make recommendations based on your best interest.

Our Comprehensive Services include

Health and Medicare Insurance: We try and contract with every carrier and plan in your area and even check Medicare.gov to make sure you are getting all the appropriate options available to you. We align ourselves only with legitimate health insurers who are legal to do business in the state.
Life and Disability Insurance: We have stools that help find the best priced term life insurance based your personal health profile and work with a team of experts to find the right disability income protection for your occupation.
Retirement Planning: We establish and manage individual retirement accounts and even small business retirement plans such as 401k and Simple IRAs.
Estate and Long-Term care Planning: We help you plan for the future by going through the steps you need to prepare for the costs of needing care in retirement. We even have a free longevity planner tool at smartdecision.life that we use to estimate care costs. We also partner with local estate planning attorneys to make sure you get expert advice and planning to establish your wills and trusts.

a man with a beard and a tie on a blue shirt
a man with a beard and a tie on a blue shirt

Why Battleborn Financial Advisor?

We're not just financial planners; we're your partners in navigating life's financial challenges. We are your neighbors, and we care about you and the advice you receive from us. We are always trying to learn and grow so that way we are providing the solutions that focus on you and do it the best way so that way your long-term success can be achieved.

We are Independent. We work with Interactive Financial Advisors, which is an inpendent financial advisory firm, to manage investments, and we use every insurance carrier available to us to connect you with insurance solutions. We are free to make decisions that match your needs.

.Why choose a Certified Financial Planner(TM)?

Brent Leavitt, CFP®
Battle Born Financial Advisor & Health Insurance Broker

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a logo for a company that sells smart devices

Our CARES™ Process

Step 1: Relationship
A discussion to create an awareness of the issues you will need to consider to determine your level of caring and commitment to your personal financial success using our self-evaluation CARES Score ®.

Step 2: Discovery
An interactive discussion where we listen and record what is really important to you. Essential information will be gathered to clarify your financial objectives and what you feel would Make Life Better for You.

Step 3: Analysis
We analyze and review with you, your specific financial situation, using our unique Making Life Better™ Calculator. This helps you clarify your expectations and prioritizes your goals and commitments.

Step 4: Solutions
Based on your financial situation analysis and the priorities you have identified, appropriate solutions will be custom designed and presented. These solutions will be focused on assisting you in achieving success.

Step 5: Service
We will establish a well-structured communications and service schedule with you to stay on track and make any necessary future adjustments.

Community-Focused, Client-First:

Our roots run deep in the communities we serve, including Great Falls and Roundup, Montana. Las Vegas, North Las Vegas, and Pahrump, Nevada. We've assisted thousands in these communities, leveraging our local knowledge to provide advice that truly resonates. As active members of local chambers of commerce and community organizations, our commitment to our neighbors is unwavering. Our doors are always open, ready to welcome you and explore how we can achieve your financial goals together.

Choosing a Certified Financial Planner™ (CFP®) means opting for the highest standard of excellence in financial planning. At Battleborn Financial Group, our CFP® professionals are dedicated to upholding these standards, ensuring that your financial strategy is not only comprehensive but also customized to your unique situation. Here’s why partnering with a CFP® makes a difference:

Expertise: Benefit from the deep financial knowledge and skills of certified experts.
Ethics: Trust in advisors who are committed to acting in your best interests.
Customized Planning: Enjoy personalized financial solutions designed to meet your specific needs and goals.

The Certified Financial Planner™ Difference: