IFA Models and Data
Basic models, performance data
Small accounts under $5,000
Gets you off to the right start based on your risk tolerance
Standard Models over $5,000
Designed to match your investing goals based on your risk tolerance.
Preference Models
We can add up to 2 of these and no more than 20% of a portfolio.
Complete Architecture Services
From concept to completion, our architecture services use the latest technology and techniques to deliver exceptional results.
Lifestyle-Enhancing Design
Our architecture services take into consideration your lifestyle and preferences to create spaces that are both beautiful and functional.
Collaborative Design Services
We work collaboratively with our clients throughout the design process to ensure their vision is realized in the final product.
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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