Doug Jolley Retiring Sharp (Southern Health and Retirement Planning)

Mar 2024

Doug has been such a wonderful help to me! With the unexpected passing of my husband and all the things that come with things like this, he helped take some of the burden off of me. He was very friendly and professional! Highly recommend him!!

Apr 2023

My wife and I attended one of Doug’ retirement seminars about four years ago. We learned that retirement planning was much more than having a 401k account and/or a pension. We were intrigued by his passion to protect our retirement assets from being taxed, fluctuations in the stock market, and long-term care expenses. We are impressed by his knowledge of the financial instruments available to help achieve these goals.Doug is very personable, caring, and generous individual. He is interested in getting know what is going on in our lives. We are comfortable in sharing our goals and concerns. We feel blessed for Doug’s assistance in our retirement planning.

Apr 2023

Doug took the time to walk me through a number of different options for a substantial sum that need to be moved from another broker, including some that resulted in zero profit to him. I trust him to provide advice the serves the client, and not himself! (That's why the money is being moved; previous broker is clearly out for himself.) Plus, he's an easy-going guy and fun to be around!