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Brock Fortner's Linkedin Analytics

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Brock Fortner

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What we’re known for: Working with 7-8 figure business owners and highly paid W2’s on gaining clarity and efficiency in their finances so they can create a life they don’t have to retire from. Everyone has financial goals that they’re striving for, our job is to help you reach those efficiently and effectively. As we strategize your financial life, you will have financial milestones to hit. Each time you hit a new milestone your success rate of hitting your financial goals will grow. What do the people we work with look like? • 25-45 years old • Highly paid professional • Real Estate investors or aspiring investors • Business Owners and Business Flippers • The thought of traditional retirement doesn't jazz you up. You're here to make an impact and live life on your own terms. • Big dreamers and do-ers • Lifelong learners What are the problems we see most having? • Feeling sick due to a higher tax bill each year • Not having a clear path on achieving financial freedom • Having a financial junk drawer of scattered products and strategies not working together What are our specialties? • Wealth Building Strategies • Tax Mitigation Strategies • Life Insurance Strategies • Cash Flow Structure If you'd like to find a time to meet, please send me a direct message or email.

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