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Across the Triangle, AABS, Inc. provides outstanding service to our clients because of our dedication to the following three principles: professionalism, responsiveness and quality.

Our services offer both support and opportunity. AABS truly is your place for financial advocacy. We serve small businesses and Seniors in Apex, Cary, and the surrounding Western Wake County area.


We understand every client has different needs.

AABS promises that each client receives close personal and professional attention to match their individual needs.

Our high standards of service, along with specialized certifications, set AABS Inc. apart from other firms.

IRS Enrolled Agent


We believe business and client financial needs do not stop at 5:00 p.m.

Through the use e-mail, social media, our website, and telephone, we are always available for our clients.

People who choose AABS Inc. rely on our competent advice and fast, accurate response to questions.

Certified Senior Advisor


AABS Inc. is known across the Triangle for the quality of our services. Our primary goal as trusted advisors is to provide accurate advice that enables our clients to make informed and educated financial decisions.

We believe it is extremely important to continually improve our expertise, financial knowledge and client service.

Our team is certified:

  • Certified Senior Advisor (CSA)
  • National Association of Enrolled Agents (EA)
  • American Association of Daily Money Managers (AADMM)
  • National Association of Tax Preparers
  • Quickbooks Pro Advisor

This Month's Featured Article – Local Apex Seniors Can Learn How to Save on a Fixed Income from All About Benefitting Seniors

Posted on September 15, 2014 by AABS Inc.

ambro (2)Saving for a trip, an unexpected home expense, or just putting food on the table are sometimes difficult challenges for Apex seniors living on a fixed income. At All About Benefitting Seniors (AABS), we can help identify money saving tips for seniors to stretch that almighty dollar and make every dime work best for your needs.

Money saving tips are not new ideas; however, every senior or baby boomer should have a personal plan for saving money. Whether it is something as simple as cutting back on magazine subscriptions, or something more difficult as assessing insurance policies in detail, AABS will help prepare a money-saving game plan for anyone over 55 years of age.

All About Benefitting Seniors offers four ways to help achieve the important goal of saving money on a fixed income:

  • Current expenses and bills: Together, we can take a look at all current expenses and bills, from magazine subscriptions to health insurance, and determine which are cost effective.
  • Medical costs: Medicare has an Extra Help program designed to assist seniors with their prescription and health costs that we can also assess. We’ll look at local prescription drug programs to find a plan that best helps with prescription drug expenses.
  • Home equity: We’ll show you how to use your biggest asset, your home, to keep you financially independent.
  • Senior discounts: We’ll explore local senior discount plans at various stores in the Apex area to get the most for your dollar. We’ll also look at national senior discount programs such as AAA, AARP, Amtrak, Greyhound, Southwest Airlines, and Walgreens among others.

The National Council on Aging can also help with online suggestions for good money management. For personalized and local assistance on money saving tips and discounts for seniors in the Triangle Area, call our office located near Downtown Apex where a Certified Senior Advisor will help with your money saving strategies. Call us now and get your savings game plan off to a good start.


This is an information only post and is not considered to be legal financial advice but is meant to be helpful to all those who read it. It is brought to you by the professional team at AABS, INC., located in Apex, NC.

Call us at 919 303-3345 or email us at: info@aabsinc.com

Visit our website: www.aabsinc.com

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PO Box 1677

Apex, NC 27502

Photo Credit:   ambro, freedigitalphotos.net




Click here to go to the AABS blog page to see additional informative articles