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Plan for Your Future

How did our financial lives get so complicated? How do we plan with confidence so our wealth lasts and gets passed on to our families?

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Financial Planning

Don’t get lost in retirement. Our advisors collaborate with you to build a simple, concise roadmap to make your money last.

Tax Preparation & Planning

Stop overpaying in taxes. Unlike other investment advisors, we are specialists in positioning taxes to your advantage.

Master Elite IRA Planning

Kick Uncle Sam out of your IRA. We could save 40% – or more – of your IRA from going to the government.

Estate Planning

Avoid the time-consuming and costly mistake of probate. Our unique holistic planning process ensures your legal documents are aligned with your financial plan and your ultimate wishes.

Who We Are

Our mission is to build lifetime relationships and peace-of-mind retirement for you today and your family tomorrow.

Leann Fitzgerald

Administrative Assistant

Leann joined the firm in 2020. She has over 10 years of hospitality and administrative experience and attended Appalachian State University.

In addition to being Theresa’s right hand woman, Leann is one of the first points of contact for new and existing clients. It is important to her to provide each person with a great experience, and she achieves this through genuine client interactions and assisting with behind-the-scenes happenings that help the firm grow and keep the office running smoothly.

Outside of work Leann loves to spend time with her husband John and their two dogs, Simon and Bonnibel. They enjoy camping, eating good food, playing lawn games, and spending time with family and friends.