Battle Born Financial Advisor & Health Insurance broker- Brent Leavitt, CFP(R), serving Pahrump, NV and Las Vegas, NV

About Us

Battle Born Financial Advisor's mission is to make financial decisions easy and clear by providing simple solutions that can be installed and implemented quickly and without dismay.

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™!

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 ®.

Complimentary CARES Score®

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.

Step 3: AnalysisWe 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.

Retirement Calculator

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.

Step 5: ServiceWe will establish a well-structured communications and service schedule with you to stay on track and make any necessary future adjustments.

Resource Partners

Since 1972, Trust Company of America (TCA) 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.

Where we serve

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

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.

Certified financial planner(TM)

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.
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