Brock Fortner's Linkedin Analytics

Helping High Earners Keep More, Grow More, Enjoy More What I’m most known for is making complex financial strategies simple—and helping high-income families finally feel in control of their money. Clients often tell me, “No one’s ever explained it like this before,” and “I finally see how all the pieces fit together.” I work with intentional, successful families earning between $350K and $1.5M annually. They’re business owners, physicians, investors, and high-performing professionals. They don’t lack income or ambition—but they often feel overwhelmed by complexity or underwhelmed by their current financial plan. Most come to me asking: • “Am I really on track for financial freedom?” • “Why am I paying so much in taxes?” • “Is there a smarter way to grow and protect what I’ve built?” They want clarity, control, and a coordinated plan. They don’t want more noise or sales pitches—they want a trusted partner to help them think strategically, act intentionally, and build something that lasts. That’s where we come in. We use the Rockefeller Method, the LEAP Process, and modern tools like Currence to help clients: • Build and protect generational wealth • Turn earned income into passive income • Reduce taxes today and in the future • Align insurance, investments, and estate planning under one strategy • Create financial freedom without deferring life until “someday” Our process brings structure, vision, and momentum to your financial world. We don’t just manage money—we build frameworks that help families live well now and leave a legacy that lasts. If you’re earning more than ever but still wondering where it’s all going—send me a message. Let’s find out if there’s a better way forward.