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Customized Wealth, Financial and Retirement Planning Services

Customized Wealth, Financial and Retirement Planning Services

Helping clients create a better financial future and reach their retirement goals

We are a Jackson, Mississippi financial firm specializing in helping clients prepare their long-term financial and retirement income strategy.

Strategies to Protect Assets

Potentially Minimize Taxes

Options for Maximizing Income

We help clients all over the U.S. with their retirement income planning.

Here are just a few of the main services we can help you with:

Retirement Income Planning

Retirement Income Planning

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Get Your Complimentary Retirement Readiness Assessment Here

A simple 3-step process that will show you how to improve your retirement success & reduce your potential tax burden.

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Meet The Team

John Hays

Owner, Investment Counsel

Randall J. White

MBA, CFP®, ChFC®, Investment Counsel

John Hays

Owner, Investment Counsel

Randall J. White

MBA, Investment Counsel

Have a question?

We would love to see how we can help you reach your retirement goals.

2506 Lakeland Dr. Ste. 505
Flowood, MS 39232
P: 601.372.4433
F: 601.373.8620

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.

Investment advisory services offered through CreativeOne Wealth, LLC an Investment Advisor. American Seniors Benefits, Inc. and CreativeOne Wealth, LLC are not affiliated.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21581 - 2021/12/21

2506 Lakeland Dr. Ste. 505
Flowood, MS 39232
P: 601.372.4433
F: 601.373.8620

Receiving illegal calls claiming to be from American Seniors Benefit?

Proud Member of

Proud Member of

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.

Investment advisory services offered through CreativeOne Wealth, LLC an Investment Advisor. American Seniors Benefits, Inc. and CreativeOne Wealth, LLC are not affiliated.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21581 - 2021/12/21

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