Sophisticated Wealth Planning for High-Income Earners
You’ve achieved success and enjoy a high income. But do you feel wealthy? If you’re ready to, we help you:
- Plug financial leaks and recapture lost dollars to build wealth
- Create financial freedom now while building for the future
- Build wealth with certainty—not risk, hope, or luck
- Maximize your financial potential
FREE Book Reveals the Rockefeller
Method for Building Wealth
How Our Wealth Planning for High-Income Earners Makes Your Life Better
Our wealth planning for high-income earners helps you:
Identify and plug hidden financial leaks causing unnecessary wealth loss, leading to dramatically increased savings and wealth accumulation.
Access a proven wealth-building system used by wealthy families like the Rockefellers, rather than relying on risky market performance.
Create financial freedom in the present while building for the future, rather than postponing fulfillment until retirement.
Maximize the value of every dollar through “multidimensional assets” that provide multiple benefits simultaneously.
Achieve an average 29% savings rate—dramatically higher than the national average of 4%.
Get comprehensive visibility into finances through advanced tools and methodologies.
Establish automated savings and organizational systems that simplify money management.
Protect assets against taxes, inflation, and market volatility through diversified investment streams.
Create a lasting family legacy through tools like family constitutions and comprehensive estate planning.
We Use Sophisticated Methods and Tools for Wealth Planning for High-Income Earners
Our wealth planning for high-income earners is guided by these methods and tools:
The LEAP Method
The Lifetime Economic Acceleration Process (LEAP) provides unprecedented clarity by showing your entire financial picture on a single page. This enables us to optimize each component while ensuring they work together harmoniously.
Cash Flow Software
We use cash flow management software to transform unconscious spending into automatic savings through our unique reservoir system. Clients typically achieve a 29% average savings rate without lifestyle changes or budgeting.
The Rockefeller Method
We are among the few licensed professionals authorized to implement the Rockefeller Method of legacy planning. This helps you create enduring structures for generational wealth in a way that preserves your core values.
Legacy Planning Software
With our legacy planning software, you can build your comprehensive estate plan from home while saving thousands in attorney fees. We give you attorney-drafted documents, secure cloud storage, and lifetime updates at a fraction of traditional legal costs.
Who We Serve
Our ideal clients are:
High-performing professionals—surgeons, physicians, PAs, lawyers, sales professionals, and business owners
Earning household income between $200,000 and $800,000 annually
Between 25 and 45 years old, in their prime wealth-building phase
Values-driven and intentional in their approach to decisions
Prioritize family time and social connections
Collaborative and eager to learn
Focused on both living well today and leaving a legacy
Our Clients Say
“Working with Brock has completely changed the way I think about money, and that shift has had the biggest financial impact on my life…What I appreciate most is that he never tries to sell me anything I don’t need; he genuinely looks out for his clients’ best interests. Brock’s approach is about education and empowerment, and that’s what sets him apart.”
“Brock exceeded my expectations immediately. His willingness to spend as much time as required to learn about me as a person set an incredible tone for the work to follow. His dedication to serving the person over any process allowed me to contribute without restraint everything I needed to so we could be as productive as possible. ..Brock has put his client above all potential gain of his own.”
“Through the efforts of Brock we have; paid off debts, developed a cash flow structure based around the principle ‘Save First,’ developed financial goals that benefit our future and have given us more control over our money, and most importantly, he has taught us every step of the way so that we are better equipped with the knowledge necessary to live a life that is healthy and growing financially.”
Our Story
Founded by Brock Fortner, our firm was established with one driving mission: to cut through the noise of financial misinformation. We watched too many people struggle without a way to verify their financial decisions. So we created something different—principle-based wealth planning solutions that work under any circumstances.
Our firm is guided by three essential values: love, generosity, and stewardship. “Love First and Lead Well” isn’t just our tagline—it’s the foundation of everything we do. Through these values, we foster genuine connections and empower our clients to create transformative change, not only for themselves but for generations to come.
For five consecutive years, we have been recognized us as one of the nation’s top-producing financial advising companies. But our true measure of success is the transformation we see in our clients’ lives.
Why Choose Us for Wealth Planning for High-Income Earners?
Get Quick, Measurable Results That Transform Your Finances
Benefit from Deep Expertise That Goes Beyond Standard Credentials
Access Advanced Tools That Give You Complete Financial Clarity
Build Wealth Faster Through Acceleration, Not Just Accumulation
Learn the "Why" Behind Every Financial Decision
Partner with a Values-Driven Team That Truly Cares
Benefit from Our Continuous Growth and Innovation
Get Personal Attention Most Advisors Miss
We respond to all client needs quickly and make time for real, meaningful conversations.