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Why choose us?
Our goal is to make things easy for you. From selecting the right health insurance plan, Medicare plan, life insurance, disability insurance, to managing your IRAs and 401ks. We strive to explain all of your choices and do what is best for you. We listen to what your needs are and how we can match them to the right plan. We make sure and contract with every plan available and even if a contract isn't available, we make sure we are competent to know every option so you can get the best thing for you.
We have a history of helping thousands of people just like you in the communities we live in. We pride ourselves in our communities and want to be sure we are available to assist you. We know the communities and the people we serve so that way we can provide advice based on our own experiences. Our doors are open to the public and we strive to be involved in local chambers of commerce as well as community organizations.
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.
Privacy Policy
Battle Born Financial Advisor & Interactive Financial Advisors (“IFA”) believes it is essential that we maintain the privacy of nonpublic personal information that you provide to us and that we obtain in connection with providing our products and services to you.
Information We Collect
IFA limits the use, collection, and retention of such information to what we believe is necessary or useful to conduct our business, provide quality service, and offer products, services, and other opportunities that may be of interest to you, our customer. Information collected about you may include, but is not limited to your name, address, telephone number, tax identification number, date of birth, employment status, annual income, and net worth.
In providing products and services to you, we collect nonpublic personal information about you from these sources:
1. Investment/insurance applications, new account forms and other forms and agreements;
2. Transactions with us, our clearing firm, or other chosen investment sponsors; and
3. Other various materials we may use to put forth an appropriate recommendation or to fill a service request.
What Information We Disclose
We do not disclose the nonpublic personal information we collect about you to anyone except: (i) in furtherance of our business relationship with you and then only to those persons necessary to effect the transactions and provide the services that you authorize, such as broker-dealers, custodians, independent managers, etc.; (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
What Information We Disclose
We do not disclose the nonpublic personal information we collect about you to anyone except: (i) in furtherance of our business relationship with you and then only to those persons necessary to effect the transactions and provide the services that you authorize, such as broker-dealers, custodians, independent managers, etc.; (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances. We may disclose all of the information we collect to affiliates or third party companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements. Our affiliates include OrganizAmerica and UniFinancial. If your financial advisor's affiliation with us ends and the advisor joins another financial services company, your advisor may be permitted to contact you by using information limited to your name, address, email address, phone number and account title. For Insurance related services, we share inforation with state and federal exchanges, as well as the appropriate insurance carrier providing services.
Safeguards for protecting your privacy.
If you decide to close your account(s) or to become an inactive client, we will continue to adhere to the privacy policies and practices as described in this notice, as may be amended from time to time. We further restrict access to nonpublic personal information about you to those investment advisor representatives ("IARs") and employees who need to know that information to provide our products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
Brent Leavitt, CFP(R) bleavitt@swcares.com
Brent Leavitt CFP(R), is an Investment Advisor Representative of Interactive Financial Advisors, a Registered Investment Advisory firm. Both Battle Born Financial Advisor and Interactive Financial Advisors are independently owned and operated.