Financial Expertise That Grows With You.
Battleborn Financial Advisor

We #MakeItEasy

Simplify Your Financial Journey

At Battleborn Financial Advisor, we simplify the complex world of financial planning and insurance. Our goal is to make your financial management effortless, 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, aligning them with the perfect plan to secure your financial future.

Our Comprehensive Services

Health and Medicare Insurance: Navigate the maze of health insurance with our expert guidance
Life and Disability Insurance: Protect what matters most with tailored insurance solutions.
Retirement Planning: From IRAs to 401(k)s, plan your retirement with confidence.
Estate and Long-Term care Planning: Secure your legacy with strategic estate planning.
Business Financial Solutions: Drive your business forward with our customized financial strategies.

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. Our comprehensive approach ensures that every aspect of your financial life is addressed, from insurance to investments. With Battleborn Financial Advisor, you're choosing a team that puts you first, dedicated to finding the best solutions for you.

.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: