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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 – AABS in Apex NC Offers Five Factors for Retirement

Posted on April 14, 2014 by imusocialmedia

stuart miles, freedigitalphotos.netMillions of Baby Boomers are in the pre-retirement stage of their lives and should be reassessing their financial goals periodically for their upcoming retirement years. Our Certified Senior Advisors at All About Benefitting Seniors are experienced in keeping Baby Boomers in the Apex area on track with  retirement planning.

For many up and coming seniors, it’s fun to visualize retirement as sleeping late, eating out more, and traveling to see the grandkids, but the reality is that many in this situation now have financial shortfalls due to the downturn in the economy.

At AABS, we can help with the re-assessment of your retirement planning to keep your lifestyle comfortable. Our trustworthy team is experienced in finding ways to improve your financial security.

Here are five retirement factors that our professional services support:

  • Assessing finances: With cost-of-living increases and low rates on investments always changing, this will have an impact on your retirement planning.
  • Determining whether or not retirement is feasible:  Many seniors are staying on the job longer due to financial shortfalls. We can determine how this extended income will affect your Social Security payments.
  • Re-planning your invest assets:  If the performance of the stock market has decreased your overall savings, our experienced team can make suggestions on how to increase your savings.
  • Taking a look at insurance needs:  Most people need less insurance as they get older. It might be time to change or eliminate your current policies. We can re-evaluate your insurance needs.
  • Understanding  if debt consolidation or refinancing is really necessary:  Incomes are limited during retirement and consolidating your bills or refinancing your home into a lower monthly payment may be a good strategy in your financial planning.

We support all our seniors in this exciting phase of life. Let us help plan or re-evaluate your retirement needs to maintain a comfortable lifestyle. Call us or stop by our office in Apex NC today. Our dedicated and trustworthy senior advisors are there to help you. We serve the entire Triangle.


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: Stuart Miles, freedigitalphotos.net

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