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.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
06/03/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

06/01/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
05/29/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
05/27/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/25/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
05/22/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Whether you realize it or not, you’ve allocated your assets.
05/20/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
05/18/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be insp...
05/15/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

What do you need to know when the market experiences volatility?
05/13/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

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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