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Brock Fortner

Connector - Investor - Teaching wealth principles for Exec's/Business Owners, RE Investors, Pro Athletes/Entertainers that increase freedom and lower taxes

Brock Fortner is a seasoned professional with a deep-rooted passion for insurance, finance, and real estate, cultivated since a young age. His background includes extensive experience in working with Athletes, Entertainers, and Entrepreneurs to strategically plan and position assets for wealth creation.

Driven by a mission to empower others towards financial freedom, Brock specializes in educating individuals on true wealth, tax management, and estate planning, regardless of their initial financial standing. His commitment to client success has fostered robust partnerships with high-net-worth families, investors, and executives across the United States.

Brock's ideal clientele comprises individuals or families with an income exceeding $250,000, married with children, aged between 30-45, who are open-minded and ambitious. His expertise spans across various financial domains including Life Insurance Planning, Cash flow management, Tax Strategies, Retirement Income Planning, Buy-Sell Agreement/Key Man Insurance, and effective networking.

Collaborating with Brock involves an initial qualifying conversation, documentation gathering, identifying and optimizing financial resources, laying a solid foundation, and actively investing in assets that align with client goals.

Educationally, Brock holds a Master's in Finance from Vanderbilt University's Owen Graduate School of Management, and a Bachelor's in Risk Management and Insurance, Finance from Middle Tennessee State University (MTSU). His professional journey includes roles like Co-Founder at Pro Legacy Capital, Founder/CEO at StoneCentury Financial, Financial Strategist at PS & G Financial Partners, and more.

For impactful financial insights and guidance, Brock Fortner can be reached via email at [email protected] or by phone at 615-397-8799.

Brock Fortner
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Location

Brentwood, Tennessee, United States