Retirement 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 retirement so they can focus on enjoying life.

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

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

• Minimize Federal and Mississippi State Income Taxes

• Build a Goal-Based Savings & Investment Portfolio

• 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 one flat fee to make sure every detail of your plan is executed effectively, efficiently, and in a fiduciary manner.