Roy M. Fortner,  CFP<sup>&reg;</sup> - Financial Advisor

Roy M. Fortner, CFP®

President

Fortner Financial Services, Inc.

2504 NW Overbrook Dr
Lees Summit, MO 64081-1955
(916) 213-3577

General

Roy Fortner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fortner Financial Services, Inc. in Lees Summit, MO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: MO,KS
  • Health/disability insurance: MO,KS
  • Fixed annuities: MO,KS
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources