Fortune Financial And Insurance LLC

Fortune Financial And Insurance LLC Fortune Financial & Insurance LLC is a financial planning, investment and insurance firm that specia In early 2015 Fortune Financial was created.

Fortune Financial and Insurance is the continuing legacy of Tax Deferred Services. Tax Deferred Services has been serving the communities of Western North Carolina for over 20 years. While the name may be changing, our focus on helping clients with planning for the future has not. We offer a full range of products and services such as Insurance (health, life, medicare supplement,and long term care

) for groups or individuals. We also serve the financial needs of the community by offering financial planning, retirement planning, and educating clients about the need for risk management.

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
09/02/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
08/31/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

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There are benefits and limitations when using a living trust.
08/28/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
08/26/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
08/24/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
08/21/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
08/19/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
08/17/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected jo...
08/14/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

There are thousands of Exchange Traded Funds available. Should you invest in them?
08/12/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

Address

9 Elk Mountain Road
Brevard, NC
28804

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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