What Our Clients Say About Working With Us
“Brock is one of a kind. Caring. Committed. Always investing in ways to grow so he can be of the utmost value. I’ve seen him on stage multiple time and have worked with several of his clients- they love him. I love him. He is a gift for anyone that comes in contact with his brilliance.”
“I came to Brock with a specific goal: I wanted to retire early, and I knew my 401(k) alone wasn’t going to get me there. After speaking with several financial advisors who defaulted to the same traditional advice about stocks and bonds, Brock stood out immediately. He was the only one who truly listened to my desire for increasing cash flow and offered alternative investment strategies that aligned with my vision.
“What sets Brock apart is his comprehensive approach to financial planning. He didn’t just help me reallocate my 401(k)—he conducted a complete financial review covering everything from insurance and tax strategies to budgeting and home expenses. He connected me with expert tax advisors and investment specialists who understood my goals. Instead of pushing particular products, he presented different strategies that aren’t typically taught in mainstream financial planning.
“Working with Brock has exceeded my expectations in every way. He’s been more than a financial advisor—he’s become a coach, mentor, and friend throughout this journey. I now have a stronger connection to and understanding of my investments, rather than simply watching money automatically flow into a 401(k). Perhaps most importantly, he’s helped me realize that retirement doesn’t have to wait until 59½ or 65—it can happen much sooner with the right strategy.
“For anyone considering working with Brock, be open to receiving advice that differs from conventional financial planning. His ability to connect clients with the right experts in alternative investment strategies, combined with his holistic approach to financial freedom, makes him an invaluable partner in achieving your financial goals.”
“I initially reached out to Brock to help me design life insurance policies that would provide the protection I need for my family while simultaneously allowing me to become my own bank. After a couple meetings, I realized Brock was looking at my situation wholistically and had even bigger things in mind for my financial future. With his guidance and encouragement, I have been able to take more money out of my business, increase my personal cash flow, save over 20% more every month automatically, and allocate capital to acquire even more assets…without any additional risk. Brock has truly become my financial advisor and coach. I run scenarios, opportunities, and tax questions by him constantly. What I enjoy most about our relationship is that we both love talking about ways to improve financial efficiency in our businesses and personal lives. I can’t recommend working with a better person and professional than Brock.”
“Working with Brock Fortner has been a generational game-changer for my family. While highly successful in our business, we lacked passive income and the freedom that comes with it. Brock and his team filled that void by structuring a plan to acquire assets (non-stock market). I’m extremely satisfied and pleased to say that we’re well on our way to achieving $100k/month in passive income.
“I can also rest easier, knowing that my family is well protected through Brock’s carefully structured ‘family bank’ Whole Life Insurance policies. While this would be an amazing feat for most advisors, Brock goes a step further ensures all the intricate pieces are properly protected and structured thru bespoke asset planning referrals.
“I cannot say enough about incredible impact Brock has had on our family’s legacy. But bar none, the best benefit of working with Brock over the years is being able to call him a friend.”
“I came to Brock after hearing Brock speak on the Lifestyle Investor podcast. I was impressed with Brock’s knowledge and grasp of financial intelligence at a young age. I was also intrigued by his non-traditional approach that was more focused on cash flow and not just the typical save and invest in the stock market methodology with the hopes that your nest egg will be large enough when you get to retirement.
“When I met Brock for the first time I shared my faith with him, which was uncomfortable for me, yet something critical for me to be in alignment in that area with a financial coach. Through the grace of God, Brock was extremely receptive to my sharing and from that day forward it has felt right to connect with someone not only at a financial level but at a spiritual level too.
“One thing that surprised me working with Brock was the importance he placed on my wife Jill being involved in our conversations too. I was very impressed by the holistic view that Brock’s approach took by focusing on the entire family and getting our financial house in order by first establishing proper insurance protection before even considering which future investments to consider. He has a sound financial approach that will help you plug financial leaks and a cash flow process that creates efficiency, liquidity and control.
“I also have been extremely grateful for Brock’s willingness to help me connect with very successful entrepreneurs or investors that are business connections Brock has through mentorship, coaches and different masterminds. This is something that Brock did not have to do but he truly wants to help each of his clients as much as possible. He truly wants to give back to his clients by using all his resources and gifts God has given him. Since working with Brock I have become more confident in my financial plan and will continue to seek Brock’s expertise to help achieve my financial goals and dreams. I appreciate Brock’s expertise, guidance and most importantly his friendship. I highly recommend reaching out to Brock if you need financial intelligence in your life and are looking for a new approach to achieving significant improvement in your financial life.”
“When my wife and I first connected with Brock we had a limited understanding of how to best manage our finances. 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.”
“We came to Brock looking to diversify beyond traditional 401k and stock investments, with a focus on cash flow-producing assets. What stood out immediately was his consultative approach. Brock asks more questions than he gives advice, and he’s an exceptional listener. We got to know him over 2-3 years before formally working together, during which time he was incredibly generous with his knowledge through his newsletter and LinkedIn content.
“What truly sets Brock apart is that he doesnt’ just sell products—he lives what he teaches. He’s constantly learning from some of the most well-known financial minds of our generation, and this expertise shows in his guidance. His approach is refreshingly different: instead of pushing specific products, he provides information that enables you to make informed decisions about your financial future.
“We have big goals and significant responsibilities when it comes to our family’s finances. Having an expert guide we trust, who’s actively implementing the strategies they recommend, has been invaluable. For anyone considering working with Brock, I’d suggest following his newsletter, LinkedIn content, and podcast appearances. You’ll quickly see if his expertise aligns with your financial vision—just as it did with ours.”
“Brock Fortner exceeded my expectations immediately from the discovery call. 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. The clarity provided from the first call – and both reinforced and refined further in additional time spent – has created an actionable, achievable vision for the financial future of my family. Brock has put his client above all potential gain of his own.
“Thank you Brock for your commitment to leading well in the financial space where others are motivated by their gain only.”
“When I first sought out financial guidance, I was looking for a mentor who could help me navigate my financial goals with clarity and confidence. What drew me to this team was their emphasis on one-on-one meetings and their commitment to understanding my unique financial situation. The personalized attention made all the difference.
“What stood out immediately was their availability and readiness to discuss various options, making me feel supported and informed throughout the process. The level of individualized advice exceeded my expectations, particularly the amount of one-on-one time they invested in understanding my needs.
“Since working with them, I’ve made steady financial progress and gained something unexpected – more confidence in making financial decisions. I’ve become more financially savvy and feel more in control of my future. The team’s dedication to financial education and personalized approach has made a real impact on my life.
“If you’re considering working with them, I’d say definitely go for it! They’re a dedicated and knowledgeable team that truly cares about their clients’ financial success. The guidance and support are invaluable, and everything about the experience has exceeded my expectations.”
“I have had the pleasure of working with Brock for the past nine years, and I can confidently say that he is an exceptional financial professional and even a better human being. He has a remarkable ability to help clients uncover financial matters they may not have even realized existed and guided them toward making informed, efficient decisions.
“I have referred numerous clients to Brock, and the feedback has been overwhelmingly positive. They consistently praise not only his expertise but also his genuine approach and the clarity he brings to their financial world. Many of those I have referred have, in turn, recommended him to others – a testament to the trust and value he provides.
“One of the most common things I hear from those who work with Brock is how he has transformed their understanding of cash flow and planning. His process is clear, insightful, and impactful, giving clients confidence in their financial decisions.
“I highly recommend Brock to anyone looking for a knowledgeable, trustworthy financial professional who cares about his clients’ success.”
“Working with Brock has completely changed the way I think about money, and that shift has had the biggest financial impact on my life. One of the most valuable things he told me is, ‘The risk is in the investor, not the investment.’ That alone shows that he’s all about education rather than pushing products. He’s a resourceful guide, always sharing valuable books, insights, and connections. 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.”