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We broker all health insurance related products including Medicare Supplements, Medicare Advantage, Healthcare.gov, NevadaHealthLink, prescription drug coverage, dental insurance, disability insurance, and life insurance. Our financial planning practice focuses on fiduciary planning for everything from planning for retirement, estate planning, tax planning, and also getting out of debt. We pride ourselves in providing the best customer care we can and are your advocate in getting the best solutions to handle your needs.
CARES Process ™
Our belief is that Financial Success is Only Achievable if Clients, Advisors, and Resources (Companies) work together with an Effective System (The CARES Process™) to create Value, Sustainable Relationships, and our Mission of Making Life Better™ For Everyone™!
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Step 2: DiscoveryAn 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.
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Step 4: SolutionsBased 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 your success.
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Step 5: ServiceWe will establish a well-structured communications and service schedule with you to stay on track and make any necessary future adjustments.
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Resource Partners |
Where we serve
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Since 1972, E-Trade Advisor Services (formerly Trust Company of America) has been a champion of Registered Investment Advisors, dedicated to helping them realize their full potential. TCA is the only independent RIA custodian offering fully integrated real-time technology, consultative services and back office support built exclusively for RIAs. TCA has been a strategic partner of IFA since 2004 and has made asset custody a stress free solution.
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Our main offices are located in Pahrump, NV. We happily travel to, and service, all of Nye County and parts of Clark County including Las Vegas. The Las Vegas office is located at 9708 Gillespie St Ste 103 Las Vegas, NV 89183.
Group/company retirement plans
Certified financial planner(TM)
We provide support and advice to company retirement plans. Not only do you get the ability to help your employees save for retirement, but you get actual fiduciaries who will meet with your employees and get them saving without fear of whether or not they are doing it right. We only work with small employers with fewer than 50 employees.
The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. As a CFP® professional, I’m required to uphold my certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market. It’s little wonder that CFP® certification is the most recognized in the industry for personal financial planning. So as you think about your financial future, please bear in mind that only 21 percent of all financial advisors in the industry can claim this distinction, according to a 2015 survey by Cerulli Associates, Inc. – a leading independent research company.
#CFPPro
#CFPPro
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Brent Leavitt, CFP(R)
https://www.linkedin.com/in/brent-leavitt
https://www.linkedin.com/in/brent-leavitt
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