Brock Fortner's Linkedin Analytics

We’re most known for helping families build their finances in a way where safety and freedom can coexist. 4 Areas of Focus: —>Position • Where are you at today? • What do you know about what you have? • What do you like and not like? —> Cash Flow • Do you have a cash flow structure that puts you in optimal position for savings and growth? —> Protection • Is your protection optimized so your plan works under any and all circumstances? —> Growth • Acceleration over Accumulation • Where are you developing your human life value to grow your property value? We are not a firm that believes in an annual reviews. After completing our first few client milestones we will be meeting for quarterly calibration meetings. Who do we typical work with? —> Individuals and families between the ages of 25-45 with incomes over $200,000. —> We have found we work best with people who are intentional, collaborative, thinkers. Before meeting us, we see most people have these problems: —> Gaps in protection —> No Estate/Legacy Plan —> Inefficient Cash Flow Structure —> No cash flow outside of paycheck If you'd like to find a time to meet, please send me a direct message or email.