Actually Enjoy Your Retirement

Join us to learn how to retire in a zero-percent tax bracket, with zero risk to your growing portfolio, and zero worry about long-term care expenses eating away at your retirement savings.

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COVID-19 Update: We have not experienced any disruption to our firm. We remain committed to providing the highest level of service to our clients and remain available to potential clients who are interested in evaluating our firm. All meetings will, of course, be virtual until further notice.

Welcome To SHARP

Our Mission

We are retirement planners who are passionate about what we do – helping you map out your vision for the retirement that you want, and then put that plan into action, creating a future that is safe and secure for a lifetime.

RETIREMENT Specialists

The Team

Doug and Peter form the backbone of SHARP in Columbia, SC. Click their photos to learn more.

Doug Jolley

Peter LaHatte

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TOM MCMANUS, COLUMBIA, SC

At age 57, I attended Doug’s retirement planning seminar and my eyes were opened to how much I did not know. Doug is very friendly and informative. After learning so much from Doug, I’m excited to be researching and learning what I need to do. Doug will work with you to make changes between now and retirement and beyond.

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Alex B., BLUFFTON, SC

I have never lost money in my account and have made more in interest than anything else I hold over the past 7 years. I love the annual free withdrawal. Keep up the good work, Peter!

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Steve F., Lexington, SC

Doug is helping me navigate the labyrinth of retirement. Thanks to him, I am understanding what I need to spend my retirement in comfort instead of instability and concern. Thanks to Doug and to SHARP for helping a guy head into retirement with some deep understanding!

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Linda D., Evans, GA

I attended one of Peter’s Seminars, and he explained that he could determine if he could help me in 15 minutes or less. Well he did just that and come October of 2018, I will turn on my Paycheck for Life that Peter Mentions in his Seminar with the Magic Water Pitcher. Thanks Peter!

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Hillary W., West Columbia, SC

Doug is very professional, he’s patient and understanding to your needs. I recommended him to all my friends.

RETIREMENT Specialists

The Team

Doug and Peter form the backbone of SHARP in Columbia, SC. Click their photos to learn more.

Doug Jolley

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Steve F., Lexington, SC

Doug is helping me navigate the labyrinth of retirement. Thanks to him, I am understanding what I need to spend my retirement in comfort instead of instability and concern. Thanks to Doug and to SHARP for helping a guy head into retirement with some deep understanding!

Learn More About Doug

Peter LaHatte

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Linda D., Evans, GA

I attended one of Peter’s Seminars, and he explained that he could determine if he could help me in 15 minutes or less. Well he did just that and come October of 2018, I will turn on my Paycheck for Life that Peter Mentions in his Seminar with the Magic Water Pitcher. Thanks Peter!

Learn More About Peter

Our SERVICES

Try Our Proven Planning Process

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Research & Analysis

We will spend time with you to discuss your goals and the current and future needs of your family. Every person and every family is unique, and our large network of companies give us the ability to provide a tailored solution for your family.

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Roadmap planning

Once we have spent time together to determine your goals, we will work with you to develop a plan that will cover as much of your risk as possible.

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Execute & Monitor

After we’ve established your plan, we will follow up with you with regular visits to ensure your plan is still meeting your goals. We understand that things change, and we are here to adjust and service your plans and policies to meet any ongoing needs and changes.

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