Financial Planning

Sit back, relax and start enjoying your retirement…

We do financial planning a little differently. We collaborate with our clients to empower them to make smart choices with their money. We do this by building a lifetime roadmap that can be used to help them make all the important decisions in retirement. Whether its related to investments, taxation, income, insurance or wills/trusts, our clients are confident they are being guided in the right direction.  And, we are there to help them every step of the way. Click on the video to learn more.

We utilize the The Bucket Plan® Process to create a client’s unique financial plan. This process provides peace of mind by helping reduce one of the biggest risks in retirement – running out of money.  The Bucket Plan® strategically coordinates the client’s money so that they have access to reliable income right now, a few years down the road and later in life. Throughout the process, we educate our clients on each bucket so that they have a complete understanding  of their plan and how it will work for them. Click on the video to learn more.

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.