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
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.
Alex B., BLUFFTON, SC
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!
Linda D., Evans, GA
Hillary W., West Columbia, SC
RETIREMENT Specialists
The Team
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!
Linda D., Evans, GA
Our SERVICES
Try Our Proven Planning Process
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.
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.
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.
check your schedule
Upcoming Events
Doug and Peter have many events every year, ranging on topics from Retirement Planning to Affordable Care Act for employers.
Check out the list for an upcoming event near you. If you have any questions, feel free to contact us.
Upcoming Events
Doug’s Events
The CIU School of Business Presents…
Five Smooth Stones: Slaying the Financial Gains that Threaten Your Retirement
Upcoming Events
Peter’s Events
You’re invited to a free gourmet meal at Peter’s dinner seminar:
“Understanding Different Retirement Strategies.”
Next dinners are being scheduled.
Questions? Send Us a Message.
Contact Southern Health and
Retirement Planning
Address: 1186 Columbia Avenue, Suite 202, Irmo SC 29063
Phone: 803-318-3684
Business Hours: 9am – 6pm M-F