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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 Helps Triangle Area Seniors to a Financially Secure Retirement

Posted on September 26, 2014 by AABS Inc.

photostock elderlyEach year, more and more Baby Boomers in the Triangle Area are retiring. It becomes time to quit the 9 to 5 workforce and begin visiting friends and family more often, and taking a serious look at your “Bucket List”. You’ve made it to this new and exciting phase in your life. Now’s the time to call All About Benefitting Seniors (AABS) near Downtown Apex to take a look at your retirement needs.

A recent study by Northwestern Mutual found some staggering statistics among Americans about their preparation for retirement. If your retirement planning falls into any of these statistics, our Certified Senior Advisors will help build your retirement plan for a comfortable lifestyle.

  • 60% of Baby Boomers are not disciplined financial savers and could use improvement.
  • One in four adults lack the time for proper and professional personal financial planning.
  • 70% don’t use a financial planner.
  • 25% of the participants showed a lack of interest in financial planning
  • 26% of American adults don’t think they’re financially prepared to live to age 75.

Although these findings are pretty startling, they can be resolved. At AABS, we want local Baby Boomers to be happy and financially successful in this phase of their lives. We offer professional services to seniors such as personal financial planning, tax planning, accounting services, money management, and personal executor services. We’ll take a look at your Social Security Benefits, IRAs, 401k Plan, and your monthly expenses. We’ll guide you in the right direction for a healthy financial retirement. We want seniors to enjoy their right to this new lifestyle that they’ve worked so hard for.

In the meantime, if you’re not sure about your retirement plan, take this new Retirement IQ Test offered by Forbes. They also have retirement calculators to check and see your financial progress. But don’t forget to stop by and see us to get a personal one-on-one consultation. At All About Benefitting Seniors, we’ll help lead the way to a financially secure retirement.


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:   photostock, freedigitalphotos.net






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