A Family Firm With a 50-Year Promise.
Since 1976, Fortner & Associates has helped Kansas City families retire with confidence that comes from knowing their money is protected.
We’re not chasing fads. We’re not riding market waves. Instead, we’ve built a decades-long reputation for strategies designed to protect retirement income savings, generate steady income, and treat clients like family.
Meet the Fortners
In 1976, Terry founded Fortner & Associates with a straightforward goal: to help families protect their life savings and retire with confidence. Over the years, his steady, protective approach has helped guide hundreds of Kansas City families to simplify complex retirement decisions and provide clear guidance on available insurance options.
Terry Fortner — Founder
David joined his father in 2001, carrying the Fortner legacy forward while deepening the firm’s services for a new generation of retirees. With a background shaped by watching Terry’s dedication, David continues the family mission: treat every client like family, protect every dollar like it’s our own.
David Fortner — Insurance Agent
Together, Terry and David provide continuity, confidence, and experience that few firms can match.
Why Families Choose Us
- Nearly 50 Years of Dedication: Serving Kansas City since 1976.
- Family-Run Continuity: A father-son team committed to supporting your long-term future.
- Introductory Meeting: Your first conversation is focused on your questions and goals.
- Local Roots: Proudly serving retirees and pre-retirees in the Kansas City metro and beyond.
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.