Financial Planning and Insurance Guidance in Montana and Nevada

Where Should We Start?

You do not need to have everything figured out. Choose the area that is closest to what you need, and we will help you from there.

Health Insurance

Get help comparing health plans, understanding ACA subsidies, checking doctors and prescriptions, preparing for Medicare, or reviewing your existing coverage.

Health insurance and Medicare services are provided through our dedicated insurance website.

Financial Planning

Build a practical plan for your money, retirement, investments, debt, or business finances.

We offer flat-fee financial checkups, budgeting and debt plans, retirement planning, business-owner strategies, portfolio reviews, and ongoing investment management when appropriate.

Guidance Built Around Real Life

Financial decisions rarely fit into only one category.

A health-insurance decision can affect your budget. A retirement decision can affect Medicare. Life and disability insurance protect the income supporting your financial plan. Business benefits affect both your company and your family.

Battle Born Financial Advisor helps connect those decisions so you can understand the whole picture—not just one product or account.

Clear Explanations

We explain your options in plain language, including the advantages, limitations, costs, and tradeoffs.

Practical Recommendations

Our goal is to help you identify the next useful step, even when you are not ready for a complete financial plan.

No-Pressure Conversations

You can ask questions, explore your options, and decide what makes sense for you.

Life, Disability and Long-Term Care

Protect the people who depend on you, your ability to earn an income, and the financial plan you have worked to build.

We help evaluate term life insurance, permanent coverage, disability income protection, long-term-care solutions, and other family-protection needs.

Business and Employee Benefits

Create benefits that make sense for your business and the people who work for you.

We help small employers compare health plans, dental and vision coverage, disability benefits, life insurance, retirement-plan options, and contribution strategies.

Meet Brent Leavitt, CFP®

Brent Leavitt is a CERTIFIED FINANCIAL PLANNER™ professional who has worked in financial services since 2010.

He helps individuals, families, retirees, self-employed professionals, and small-business owners make practical decisions about money, insurance, retirement, and benefits.

Financial planning and investment advisory services are provided by Brent Leavitt as an Investment Advisor Representative of Interactive Financial Advisors, a registered investment advisory firm.

Battle Born Financial Advisor and Interactive Financial Advisors are independently owned and operated.

Common Questions

What services does Battle Born Financial Advisor provide?

We help with budgeting, debt planning, retirement, investments, portfolio reviews, health insurance, Medicare, life insurance, disability insurance, long-term care, and employee benefits.

Do I need a lot of money to work with you?

No. We work with people at many different stages, including people who are just getting started, households working through debt, established investors, retirees, and business owners.

Do I need to schedule an appointment just to ask a question?

No. Send us your question through the form below. We will help you identify the right person, service, or next step.

Are financial planning and insurance provided by the same company?

Battle Born Financial Advisor is your local point of contact. Financial planning and investment advisory services are provided through Brent Leavitt’s relationship with Interactive Financial Advisors. Insurance services are provided through independent insurance relationships. The available service, compensation arrangement, and professional role will be explained before you proceed.

Where do you provide services?

We have offices in Great Falls and Roundup, Montana, and Pahrump and North Las Vegas, Nevada. Virtual availability depends on the service requested and applicable licensing requirements.

Is the first conversation high pressure?

No. The first conversation is designed to understand your situation, answer initial questions, and identify whether one of our services fits your needs.

Have a Question? Start Here.

You do not need to know which appointment or service you need.

Tell us what is happening, what you are trying to decide, and where you are located. A real person from our team will help point you in the right direction.

Virtual Appointments

Meet by video or phone when an in-person appointment is not convenient and services are available in your state.

Local Offices and Virtual Appointments

Choose the office closest to you or meet in person.

Great Falls, Montana

Financial planning, retirement, health insurance, Medicare, and protection guidance.

Roundup, Montana

Local help with health insurance, Medicare, life insurance, employee benefits, and access to financial planning services.

Pahrump, Nevada

Financial planning, retirement, health insurance, Medicare, and protection guidance.

North Las Vegas, Nevada

Financial planning, health insurance, Medicare, retirement, and business-benefit guidance.

Our Battle Born Promise

We explain your choices clearly.
We identify important costs, limitations, and tradeoffs.
We make recommendations based on the information you provide.
We tell you when another professional or solution may be a better fit.
And we care about what happens after the decision is made.

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