Retirement Income Planning That Protects What You’ve Built.
Retirement isn’t the time to make unsure decisions. At Fortner & Associates, every service we provide is designed to shield your savings, create a steady income, and simplify complex decisions—so you can focus on living the life you’ve earned.
We specialize in working with Kansas City retirees and pre-retirees who want their money to last.
Retirement Income Planning
Your paycheck may stop, but your income doesn’t have to. We design strategies that create reliable, predictable income streams—often guaranteed* for life—so you can cover essentials, enjoy extras, and never outlive your money.
Insurance Guidance
Protection is the cornerstone of confidence. We analyze your current coverage and recommend options that protect your family, health, and savings. From life insurance to long-term care, we help you prepare for the unexpected—without overpaying for what you don’t need.
Estate Planning Coordination
Leave more than memories. Working alongside experienced local estate attorneys, we help ensure your assets pass smoothly to the people and causes you care about. From wills and trusts to beneficiary reviews, we make sure your legacy is protected.
The Fortner Difference
- Two Types of Money Philosophy: We help keep investment and retirement money separate but closely aligned, positioning you for growth and consistent income.
- Family-Run Continuity: A father–son team committed to supporting your future for the long haul.
- Introductory Meeting: Focused on your questions and goals.
Who We Serve
- Retirees and pre-retirees
- Kansas City families
- Anyone who values protection, clarity, and confidence
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.