The premise of our planning process is to help you reach your maximum financial potential throughout your lifetime. Our process will help you through all phases of your financial life, Accumulation, Distribution, and Conservation, making sure that you make it up the mountain and back down safely, under all circumstances.

Life Insurance

Life insurance can be complicated in understanding. For easy reference – while you’re working it should be thought of as income replacement and during retirement it should be considered for asset insurance.

If you would like to see if you qualify for insurance and how much please reach out through email.

Real Estate Investing

Real estate investing is a major part of the American society. Our team works with families who are wanting to get started, as well as businesses who have over 10,000 units.

If you would like to get started in investing or understand strategies that will optimize your returns please email us with Subject titling REAL ESTATE.

Wealth Strategies

You can have the best product in the world, but if it’s not surrounded by the sound financial strategies, you may be losing hundreds of thousands.

Our team specializes in strategies that maximize efficiency and effectiveness.

Please reach out to see how we can structure strategies for you.

Asset Insurance

Asset insurance is a major part of Retirement Planning and High Net Worth families.

If you have not been informed about asset insurance or do not have any yet, please feel free to let us know you would like to know more.

Business team using tablet computer to work with financial data

Savings, finances, economy and home budget

Charitable Giving

Charitable Giving is a great way to give back to the world and help yourself in tax breaks.

Our team specializes in giving strategies that make sure you stay in control of what happens to your assets.

Tax Free Income

Retirement Income can be a tricky subject. Our team builds strategies that insure tax free income through your retirement years.

If you would like to start building tax free retirement sources, please email our team to get started.

Tax Strategies

Our team has partnered with some of the top tax planners/strategist in the country to help business owners and people minimize taxes as much as possible in safe, verifiable, legal ways.

If you would like more information on the please email our team to get started.

Creditor Protection Strategies

Our team helps highly compensated individuals like executives, athletes, and entertainers protect their cash and assets.

If you are wanting strategies that help protect your assets, please reach out to us to get started.

Business Planning

Our team specializes in helping executives and business owners with Section 162 Executive Bonus Plans, Key Man policies for special employees, and Buy-Sell Agreement’s for multiple owners.

This is a major part of business operations. If you would like more information on this, please reach out.

LegacyLock

Our team acts as Estate Plan Coordinators to help you understand a Will and a Trust, and how they fit into your life.

Our team offers a full comprehensive estate plan for $595 through LegacyLock.

Please visit:

https://www.mylegacylock.com/a/brockfortner