About StoneCentury Financial: Wealth Consultants for High-Income Earners
Founded by Brock Fortner, we are a team of wealth planning consultants for high-income earners.
Brock founded our firm because he was frustrated by the overwhelming amount of misinformation about financial planning and building wealth. He saw so many people struggling because they lacked a way to test or verify their financial decisions. And they often made these decisions based on advice from media outlets, not sound financial principles.
Brock wanted to give people a winning chance at building wealth. Using a principled approach, our wealth planning consultants give our clients the confidence to do so.
The method our wealth planning consultants use gives you a time-tested plan that works under any circumstances. It gives you the ability to live a stress-free life. You know your financial future is secure and everything will work out if you follow the principles.
To learn our method in detail, get your free copy of What Would the Rockefellers Do? by our partner Garrett Gunderson. This bestselling book details the financial system used by the wealthy to protect, grow, and pass on legacy wealth.
Our Wealth Planning Consultants Accelerate Your Wealth
Our wealth planning consultants help you identify where you’re unknowingly and unnecessarily losing money. Our team works diligently to plug these financial leaks. Using the Velocity of Money approach, as detailed in the LEAP method, we maximize your wealth-building potential.
The Velocity of Money concept enables your money to serve multiple purposes simultaneously. It makes each dollar more efficient and accelerates your wealth.
Our goal is to ensure that when you reach retirement, you can spend and enjoy the most wealth as possible. You never have to worry about running out of money. What’s more, you can still pass on a legacy.
Our Core Values
Our wealth planning consultants are guided by three essential values:
Love
Generosity
Stewardship
We Believe that Protection Creates Prosperity
We believe freedom without safeguards is only temporary. Our risk mitigation strategies address the biggest threats to your wealth. These include:
- Liability protection against lawsuits
- Disability coverage to protect your income
- Life insurance for family protection
- Longevity planning to ensure you never outlive your money
Our wealth planning solutions are designed to create uncorrelated buckets of money. This strategy allows you to draw from different sources when markets decline. Your portfolio can recover without interruption. This provides what our wealth planning consultants call “permission to spend.”
Our Wealth Planning Consultants Use Advanced Tools for Your Success
Our retirement plan advisors use many wealth planning solutions to help you architect your wealth. These include the LEAP method of financial planning and Currence cash flow management software. These tools provide comprehensive financial visibility and help you make confident decisions faster. You gain clarity through a single-page view of your entire financial picture.
The Currence system automates your cash flow structures and delivers real-time data. This automation helps you immediately understand what’s coming in, going out, and available for strategic allocation.
Our legacy planning software enables you to create your comprehensive estate plan today from the comfort of your home.
We Help You Create a Lasting Legacy
Our wealth planning consultants are among the few professionals licensed in the Rockefeller Method. This method helps you create enduring structures for generational wealth. This includes developing your family constitution to preserve your values and vision.
We help you prepare for tomorrow while living fully today. Our approach enables you to spend and enjoy life with your loved ones. You gain the power to live life to the fullest—on purpose, for a purpose, and by design.
To learn more about the Rockefeller Method, get your free copy of What Would the Rockefellers Do? by our partner Garrett Gunderson.
Our Culture of Stewardship
Our team culture emphasizes:
- Integrity in all interactions
- Accountability for results
- Healthy competition that drives growth
- Continuous learning and improvement
- Collaborative problem-solving
- Intentional and diligent service
Our wealth planning consultants prioritize stewardship and attention to detail. This ensures we honor our responsibility to serve you with the utmost care. Together, we’ll create your path to financial freedom while building a secure future that reflects your values.
Are you ready to transform your financial future? Schedule a Discovery Call now with our wealth planning consultants. Let’s build a legacy that empowers generations to come.