Why Choose Battle Born Financial Advisor?
Financial advice should help you make better decisions—not make your financial life more complicated. At Battle Born Financial Advisor, we focus on practical guidance, clear explanations, and giving you options based on what actually makes sense for you.
Advice Built Around Your Financial Life
Your finances are more than an investment account. Retirement, debt, insurance, taxes, family decisions, business ownership, healthcare costs, and everyday cash flow all affect one another.
We look at the bigger picture so recommendations aren't made in isolation.
Work With a Fiduciary Financial Professional
When providing investment advisory services, we have a fiduciary responsibility to put our clients' interests first.
That means recommendations should be based on what we believe is appropriate for your situation—not simply which investment or financial product is easiest to sell.
Financial Planning Without Handing Over Your Investments
You don't have to move your investment accounts or sign up for ongoing investment management just to get professional financial advice.
Our flat-fee financial planning and portfolio review services allow you to hire us for advice, get recommendations, and decide what you want to do next.
If ongoing investment management makes sense, we can discuss it. If you'd rather manage your investments yourself, that's okay too.
Clear, Upfront Pricing
We believe you should understand what financial advice is going to cost before you agree to it.
Our financial planning services use clearly defined flat fees based on the scope and complexity of the work. We also explain investment management fees and other potential costs so you can make an informed decision.
Financial Planning and Insurance Under One Roof
Investments are only one part of financial planning.
Our team also works with health insurance, Medicare, life insurance, disability insurance, and other coverage needs. That allows us to consider risks and healthcare decisions alongside your broader financial plan rather than treating them as completely separate issues.
You don't have to purchase insurance to receive financial planning, and you don't have to become an investment-management client to receive insurance help.
Local People You Can Actually Talk To
Battle Born Financial Advisor has offices in Montana and Nevada, along with virtual appointments for clients who prefer to meet remotely.
We're intentionally more personal than a large call center or national financial company. Our goal is for you to know who you're working with, be able to ask questions, and have someone you can contact when life changes.
Guidance Without the Pressure
Sometimes you need a comprehensive financial plan. Sometimes you need a second opinion. Sometimes you just have one question you can't seem to get a straight answer to.
We don't believe every conversation needs to end with opening an account or buying something.
Our job is to help you understand your choices, explain the tradeoffs, and help you make a more informed decision.
You Should Interview Us Too
Choosing a financial advisor is an important decision, and you shouldn't choose one simply because their website sounds good.
Below are the questions we believe you should ask when interviewing any financial advisor—including us. We've provided our own answers so you can decide whether Battle Born Financial Advisor is the right fit for you.
Client-Advisor Relationship
We are fiduciaries, which means is our duty to put our client's needs first in everything we do.
Registration, Certifications, & Designations
We hold a CFP(R) designation (or series 65 license) and are licensed to sell Life and Health products. We are registered with the SEC as an Investment Advisor representative of Interactive Financial Advisors, which is a Registered Investment Advisory Firm. Both are independently owned and operated.
Experience
We have been in the financial services industry since 2010 and have worked largely with small business owners, entrepreneurs, and retirees. Our clients vary in economic status, race, religion, and sexual orientation.
Services
We provide consultation on estate planning, long-term care, retirement plans, life insurance, disability insurance, and health insurance (including Medicare). Think of us as your source for benefits you would normally get from a large employer but made easy for individuals and small businesses.
Fees
We always do free consultations and try and provide the most value in the initial meetings. If we decide to manage your accounts, we charge 0.5 percent on all accounts we manage with no minimums. Management fees vary from 0.5 percent to 0.95 percent depending on the size of the account. Some clients want just hourly advice and prefer to manage accounts themselves. Services range from $500-$2,000.
Conflicts of Interest
We have a health insurance brokerage. The life and health industry has not caught up to fee-based planning and are still reliant on commissions. We make sure and contract with every option available and make sure we keep the fiduciary standard when recommending insurance products.
Written Plan
We send out a written summary of recommendations from meetings and provide a fully written financial plan when an executed financial planning agreement is agreed upon.
Meeting Frequency
We hold annual reviews in July with additional meetings anytime throughout the year upon request.
Disciplinary Action
We do not have any disciplinary actions.
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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Brent Leavitt, CFP®, is an Investment Advisor Representative of Interactive Financial Advisors, a registered investment advisory firm.
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