Fortune Financial and Insurance LLC
Bank Credit Union
Why pick this one
Fortune Financial And Insurance LLC focuses on personalized retirement strategies combining investment, estate, tax, and insurance planning.
Best for
- Individuals approaching retirement who need retirement-income and investment planning
- Retirees seeking strategies for sustaining assets throughout retirement
- Clients coordinating investments, estate conservation, tax planning, and insurance
- Individuals evaluating traditional, Roth, SEP, or SIMPLE IRAs
- Families planning for college, disability income, life insurance, or long-term-care needs
Look elsewhere if
- Customers seeking checking accounts, savings accounts, loans, or traditional branch-banking services
- Customers needing emergency financial services or immediate transaction processing
Specialties
- Retirement strategies
- 401(k) planning
- 403(b) planning
- Estate planning
- Disability income insurance
- Life insurance
- Long-term-care insurance
What makes them different
- Uses a team approach involving opinions from sources with diverse backgrounds, education, and experience
- Creates individualized strategies based on each client's risk tolerance, time horizon, and goals
- Provides personalized, hands-on service for retirement planning and wealth preservation
- Offers investments, retirement plans, tax plans, estate plans, and insurance through one financial-planning practice
- Provides retirement, estate, investment, insurance, money, lifestyle, and tax educational resources, including calculators and videos
Distilled from this business's own website.
Contact & Location
- Address
- 9 Elk Mountain Rd, Woodfin, NC 28804
- Phone
- 8288839513
- Website
- http://www.fortunefinancialnc.com/
- bfortune@fortunefinancialnc.com
Services
- Investment planning
- Financial planning
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance planning