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

Fortune Financial And Insurance LLC

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Brevard, NC
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.

11/02/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

10/30/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

10/28/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

10/26/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

10/23/2026

How literate are you when it comes to your finances? Brush up with these five basics.

10/21/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

10/19/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

10/16/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

10/14/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

10/12/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

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

Website

http://www.fortunefinancialnc.com/

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