Plan for Your Future

How did our financial lives get so complicated? How do we plan so our wealth will last a lifetime and is passed on to our families with confidence?

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Financial Planning

We do financial planning a little differently. We collaborate with our clients to empower them to make smart choices with their money. And, we are there to help them every step of the way.

Tax Planning & Preparation

While many firms prepare individual and business tax returns, we distinguish ourselves by ensuring that your taxes are positioned as advantageously as possible.

Master Elite IRA Planning

With over 10 years of experience, we've gotten the best education possible to increase our understating of the company 401K Plan and many other tax-deferred accounts.

Estate Planning

Henry Abts mission was to help educate Americans on the importance of avoiding probate. We are continuing his work to help educate families avoid the costly mistake of probate.

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, Haze and Kaiya. They enjoy camping, eating good food, playing lawn games, and spending time with family and friends.