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.
Upcoming Event: Five Smooth Stones
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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

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

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!

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

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!

Hillary W., West Columbia, SC

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

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

Learn More

Upcoming Events

Peter’s Events

2019 Events are being scheduled.

RSVP For Five Smooth Stones

8 + 3 =

Five Stones Will Be Hosted AT

Columbia International University

Thursday, January 17th, 6:30pm

7435 Monticello Road

Columbia, SC 29203

Switchboard: (800) 777-2227 or (803) 754-4100

Contact Southern Health and

Retirement Planning

Address: 1186 Columbia Avenue, Suite 202, Irmo SC 29063

Phone: 803-282-9013

Business Hours: 9am – 6pm M-F

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