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Financial Planning

Sit back, relax, and start enjoying your retirement.

We do financial planning a little differently. Unlike other firms, we collaborate with you to take the complication out of your financial planning, empowering you to make smart choices with your money. We do this by getting to know you and your needs, utilizing our unique process to help bring your innermost financial concerns and desires to the surface so we can build a tailored plan that makes you feel more prepared to make all of your important financial decisions.

Whether they’re related to investments, taxation, income, insurance, social security, or wills/trusts, our process gives you the confidence that you are being guided in the right direction for the rest of you and your family’s lives.

The Bucket Plan® Process provides peace of mind by helping reduce the biggest risk in retirement – running out of money.

Running out of money happens because of sequence of returns risk – whether the stock market is up or down at the time of your retirement. With The Bucket Plan®, this doesn’t matter. This holistic planning process strategically coordinates your money so that you always have access to reliable income in three different, time-structured buckets – right now, a few years down the road and later in life. Throughout the process, we educate you on each of these buckets to ensure that you have a complete understanding of your own plan and how it will work for you. 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, Simon and Bonnibel. They enjoy camping, eating good food, playing lawn games, and spending time with family and friends.