Yes, as a fiduciary, I am legally obligated to put your interests before those of my own.

We offer a range of services that can be put into five categories:

1. PERS coaching

2. Retirement readiness analysis

3. Comprehensive retirement planning

4. Ongoing implementation & support

5. Annual plan updates & tax preparation

We offer flexible pricing based on service provided and complexity. After our initial conversation, I’ll provide a simple, transparent fee.

• Coaching fees start at $200/hour

• Retirement readiness analysis fees start at $400/analysis

• Planning fees start at $3,000/plan

• Implementation and support fees start at $300/month

• Plan updates and tax preparation fees start at $1,200/year

We work exclusively with active and retired Mississippi PERS members and their spouses that currently reside in Mississippi.

No, we will work with anyone that values what we do, the way we do it, and how we make our clients feel.

• We are experts in PERS benefits and early retirement strategies.

• We are focused on asset-efficient income, tax-efficient distributions, insurance-efficient security, and probate-efficient estates.

• We charge flat fees. No commissions, no percentage of assets.

• You always work directly with me.

• Completely independent fiduciary.

Simply schedule an introduction here —I’ll walk you through the next steps and answer any questions along the way.