Financial Planning &
Tax Preparation for
Mississippi Public Employees (PERS)

At PERS Pro, we help active, inactive, and retired Mississippi PERS members confidently navigate the complexities of money so they can focus on enjoying life.

We act as your guide and trusted advisor to help you:

• Maximize PERS Pension, Deferred Comp, and Social Security Retirement Income

• Minimize Federal and Mississippi State Income Taxes

• Build a Goal-Based Savings & Investment Portfolio

• Leverage and/or Restructure Mortgage and College Debt

• Protect Against Health, Life, Property, and Liability Risks

• Keep Wills, Trusts, Powers of Attorney, and Beneficiaries Up To Date

We accomplish the above by combining ongoing comprehensive financial planning with annual tax preparation for a flat fee making sure every detail of your plan is executed effectively, efficiently, and in a fiduciary manner.