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
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.
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
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.
The CIU School of Business Presents…
Five Smooth Stones: Slaying the Financial Gains that Threaten Your Retirement
2019 Events are being scheduled.
Questions? Send Us a Message.
Contact Southern Health and
Address: 1186 Columbia Avenue, Suite 202, Irmo SC 29063
Business Hours: 9am – 6pm M-F