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.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
10/07/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Wondering about your choices for putting aside money for retirement? Learn more about your options.
10/05/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Before retiring early, take a look at the cold, hard facts.
10/02/2026

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
09/30/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

What every parent needs to know about insuring his or her teen driver.
09/28/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

Do you really understand how your homeowners insurance works?
09/25/2026

Do you really understand how your homeowners insurance works?

Purchasing homeowners insurance is critical for protecting your home.

Second homes have unique risks and insuring them is different than a primary home.
09/23/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Saving for college doesn’t have to be as complicated as college itself.
09/21/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
09/18/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Children with special needs may need ongoing help after their parents are gone.
09/16/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

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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