by Brock Fortner | May 16, 2025 | Life Insurance
“Where should I invest my money?” It’s the question I hear most often from clients and prospects. People want the magic answer. They hope I’ll reveal the perfect investment that guarantees returns. But I can’t tell you where to put your...
by Brock Fortner | Apr 30, 2025 | Life Insurance
You’re staring at three different retirement accounts from old jobs. Your insurance policies are scattered across three different agents. Last month, you missed a credit card payment because the bill got lost in your email. And when your accountant asked about...
by Brock Fortner | Apr 23, 2025 | Life Insurance
Ever feel like budgeting is just a boring exercise and a depressing look in the rearview mirror? That’s because budgeting sucks! You need a better cash flow management system. With budgeting, you sit down, crunch numbers from last month, and realize you’ve just...
by Brock Fortner | Apr 16, 2025 | Life Insurance
Effective financial planning isn’t just about growing wealth. It’s about creating a comprehensive system that works for you both now and in the future. There are nine essential characteristics of an ideal financial plan. These are detailed in the...
by Brock Fortner | Apr 9, 2025 | Life Insurance
If you’re like me, you probably have one of those junk drawers in your house—a catch-all for tape, scissors, batteries, clips, and more. Every household has one. I bring this up because most people live with a financial junk drawer, too. Over the years, you’ve...
by Brock Fortner | Apr 2, 2025 | Life Insurance
We’ve had hundreds of conversations with clients about improving cash flow. Those talks have revealed some powerful insights. Most people’s wealth is created or lost in how they handle their cash flow. From our conversations, we’ve observed some common patterns...
