Fortune Financial And Insurance LLC

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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.

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

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
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.

Check out this video on taxes.
10/09/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

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.

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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