Financial & Insurance Services in North Las Vegas

Tailored financial and insurance solutions for Las Vegas locals.

Health Insurance

Help comparing individual and family health insurance, including coverage for self-employed individuals, families and business owners.

Retirement Planning

Help evaluating retirement readiness, retirement accounts, income needs and strategies for transitioning from saving to retirement.

Medicare

Help understanding Medicare enrollment, Medicare Advantage, Medicare Supplements and prescription drug coverage.

Investment & Portfolio Advice

Portfolio reviews covering allocation, diversification, risk, expenses and rebalancing, with ongoing investment management available when appropriate.

Financial Planning

Flat-fee planning for budgeting, debt, retirement, investments and other important financial decisions.

North Las Vegas Financial Planning & Insurance FAQs

What does a financial advisor in North Las Vegas help with?

We help individuals and families with financial planning, retirement, investments, budgeting, debt, insurance, and other important financial decisions. You can work with us for a comprehensive plan, a portfolio review, or help with a specific question.

Do I need a minimum amount of money to work with a financial advisor?

No. Our flat-fee financial planning services do not require a large investment portfolio or a minimum amount of assets. We work with people at many different stages of their financial lives.

Do you offer flat-fee financial planning in North Las Vegas?

Yes. We offer flat-fee financial planning based on the type and complexity of help you need. You can receive professional financial advice without committing to ongoing investment management.

Can you review my investments without managing them?

Yes. We offer portfolio reviews and second opinions for people who want professional input while continuing to manage their own investments. We can review allocation, diversification, risk, expenses, and rebalancing and explain what changes may be worth considering.

Can you help me determine whether I'm ready to retire?

Yes. Retirement planning can include reviewing your savings, investments, Social Security, expected income, expenses, healthcare costs, and other factors that may affect your retirement. We can help you understand where you stand and identify areas that may need attention.

Do you help self-employed people and families with health insurance?

Yes. We help individuals, families, self-employed people, and small-business owners compare health insurance options and better understand premiums, networks, deductibles, and available coverage.

Can you help with Medicare in North Las Vegas?

Yes. Our North Las Vegas team can help you understand Medicare enrollment and compare Medicare Advantage, Medicare Supplement, and prescription drug coverage options. Our goal is to explain the differences clearly so you can make an informed choice.

Who provides investment advisory services?

Investment advisory services are provided through appropriately registered investment professionals. Brent Leavitt, CFP®, is an Investment Advisor Representative of Interactive Financial Advisors. Battle Born Financial Advisor and Interactive Financial Advisors are independently owned and operated.

Our local North Las Vegas team can help you get started, answer general questions, and connect you with the appropriate professional when investment advice is needed.

Can I meet with someone at your North Las Vegas office?

Yes. Our North Las Vegas office is located at 3365 W Craig Rd, Suite 3, North Las Vegas, NV 89032. In-person, phone, and virtual appointments are available.

Do you serve people outside of North Las Vegas?

Yes. While our office is located in North Las Vegas, we serve clients throughout the Las Vegas Valley and can also work with many clients virtually depending on the service needed.

Our Location

Visit our convenient Las Vegas office, where friendly experts guide you through health insurance and financial planning.

Address

3365 W Craig Rd, ste 3
North Las Vegas, NV 89032

Hours

Mon-Fri 9am-4pm

Appointments preferred, but walk-ins are welcome if we are in the office.

Phone:

725-210-8008

Meet Esmeralda Imperial & Makenna Stewart — Our North Las Vegas Team

Esmeralda Imperial and Makenna Stewart help make our North Las Vegas office a friendly, approachable place to get help with insurance and financial questions.

Esmeralda is a mother of two who puts family at the center of her life. That perspective carries into the way she works with clients—taking the time to listen, understand what matters to them, and help make complicated insurance decisions a little easier to navigate.

Makenna grew up in Las Vegas and represents a new generation of professionals building their careers right here in the community. As a young professional making waves in the Las Vegas Valley, she brings energy, a fresh perspective, and an understanding of the financial and insurance questions facing younger individuals and families.

Together, Esmeralda and Makenna are here to help people understand their options, ask questions without pressure, and connect with the resources they need—whether they're looking at health insurance, Medicare, financial planning, or simply trying to figure out where to begin.

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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