Serving Kansas City
Families Since 1976
Two Generations Guiding You Toward a Confident Retirement.
For nearly 50 years, Fortner & Associates has helped retirees and pre-retirees protect their assets with strategies designed to help avoid chaos, guarantee* income, and provide clarity for the years ahead. Led by father-son team Terry and David Fortner, our family business delivers the continuity and conservative guidance found helpful to retire with confidence and live a life free of financial worry.
Retirement Shouldn’t Feel Like a Gamble
For too many, retirement income planning can feel more like rolling the dice than building a confident future.
At Fortner & Associates, we believe your retirement savings should never be at risk. That’s why we’ve spent decades designing strategies that protect your hard-earned savings—so you can enjoy retirement without worrying about the next downturn.
Retirement Income Planning Built on Protection and Clarity
Our services are designed for retirees, pre-retirees, and Kansas City families who want guidance in retirement.
Retirement Income Planning
Create predictable income streams you can’t outlive.
Insurance Guidance
Identify strategies that help protect your family and preserve your savings.
Estate Planning Coordination
Work with trusted legal partners* to safeguard your legacy.
*Fortner & Associates does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
Meet the Fortners
Terry Fortner
founded Fortner & Associates in 1976 with a simple promise: to help families retire, with strategies protecting against Wall Street volatility. Nearly five decades later, his philosophy remains the heartbeat of our firm.
David Fortner
joined the firm in 2001, carrying forward his father’s vision while expanding services to help meet modern retirement income challenges.
Together, Terry and David treat every client like family—offering the same level of care, confidence, and commitment they’d want for their own retirement.
A Simple Path to a Better Retirement
We don’t do one-size-fits-all. Instead, we listen, understand your retirement goals, and help design a strategy that protects what matters most.
- Protection-Focused Strategies: We help design strategies to protect the money you worked a lifetime to save, so you can enjoy it without worry when and how you like.
- Family Continuity: A father-son team help ensure you’ll always have a team that knows your story.
- Confidence-First Process: Your first meeting is about discovery, not numbers.
Financial Success in Retirement
Strategies to help you achieve financial stability during your retirement.
5 Key Money Moves For Your Old 401(k)
Learn how to make the most of your previous employer’s retirement plan.
Separating Fact
from Fiction
Cut through the noise and get the facts about retirement planning.
Serving Kansas City Families Since 1976
Retirement comes with important choices.
At Fortner & Associates, we provide insurance strategies designed to help protect your savings and support your retirement income needs.