Jackie Calhoun

At our firm, we are dedicated to providing clients with top-tier financial protection and planning solutions tailored to their individual needs. We understand that each person's financial situation is unique, and we take the time to listen carefully to our clients' goals and concerns. With a strong foundation built on integrity, experience, and a commitment to personalized service, we strive to empower individuals and families to secure their financial future.

Our Services

We offer a comprehensive range of financial services designed to address the diverse needs of our clients. Our expertise spans across various areas, including:

• Life Insurance: We understand the importance of safeguarding your loved ones' financial well-being. Our team of licensed professionals will guide you through the process of selecting the right life insurance policy that meets your specific needs and budget. Whether you're looking for term life insurance for temporary coverage or permanent life insurance for lifelong protection, we'll help you find the perfect solution. We offer a variety of policy options, including $1,000,000, $250,000, and $100,000 coverage amounts, ensuring you have the flexibility to choose the protection that best suits your circumstances.

• Retirement Planning:

Securing a comfortable retirement is a crucial financial goal. Our retirement planning services are designed to help you achieve your desired lifestyle after you stop working. We'll work with you to develop a personalized retirement plan that considers your income needs, savings goals, and risk tolerance. Together, we'll explore various investment options, including annuities, to help you grow your retirement savings and plan for a financially secure future.

• Estate Planning:

Protecting your legacy and ensuring your assets are distributed according to your wishes is essential. Our estate planning services encompass a range of strategies, including wills, trusts, and beneficiary designations. We'll guide you through the complexities of estate planning, helping you minimize estate taxes and ensure a smooth transition of your assets to your loved ones.

• Tax Planning:

We are dedicated to helping our clients optimize their tax strategies. Our team of experts will work with you to identify potential tax savings opportunities and develop a plan that minimizes your tax liability. We stay abreast of the ever-changing tax landscape to ensure you're always making informed financial decisions.

• Business Solutions: We understand that businesses have unique financial needs. We offer a tailor-made range of services to help business owners protect their assets, secure their employees' futures, and plan for growth.

We take pride in providing personalized attention and guidance to each of our clients. We believe in building long-lasting relationships based on trust, transparency, and a commitment to your financial well-being.

Experienced and Dedicated Professionals

We are led by Jackie Calhoun, CLU, a seasoned insurance professional with over 40 years of experience in the industry. As a Chartered Life Underwriter, Jackie possesses in-depth knowledge of life insurance products and estate planning strategies.

Jackie's dedication to her clients is unwavering. She takes the time to understand their individual circumstances and financial goals, working tirelessly to develop solutions that meet their unique needs.

Our Clientele

We proudly serve a diverse clientele throughout the state of Mississippi, including individuals, families, and businesses. We are committed to providing exceptional service to residents in Jackson, Laurel, Meridian, and surrounding areas.