Financial Works USA

Financial Works USA is a retirement-focused financial services firm that describes itself as a licensed fiduciary practice serving individuals, families and business owners. Its work centers on retirement planning, 401(k) and IRA rollovers, guaranteed lifetime income, investment management and wealth preservation, with accumulation products offered for income or death benefit goals. The team also points to a no-cost, no-obligation retirement strategy consultation as the starting point for new clients.

New clients typically begin with a no-obligation appointment, after which the firm works through discovery, a written plan, implementation and periodic revisits as goals change. The office is on Lake Harbour Drive in Ridgeland, and the firm says it serves clients in all states except New York. Hours are weekday business hours, with a shorter Friday schedule and the office closed on weekends.