Client Reviews


“Doug has us feeling completely secure with my, and my husband's, retirement planning. We feel at home when we visit his office. He and Donna have helped us so much; we do not feel apprehensive in any way sharing any information we can, to help us insure our retirement will be as comfortable as we want it to be.”

- Catherine H.



“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.”

- Richard F.


“Doug is great to work with! Extremely knowledgeable! He has created a plan that should help us ease through retirement and leave our children a legacy. Most of all, he is a man of faith, which was extremely important to us in deciding to give him our business.”

- Hope K.


“When you’ve got important decisions to make about your money, go see Doug. I had a difficult decision to make and he gave me the advice I needed to confidently make a decision. I trust him completely. You can too! Thank You Doug!”

- Penny H.


"Doug Jolley is smart, kind, funny, and wise. His many years of experience and heart of gold make the perfect combination for someone you can trust to help guide your future and chart the best course for your retirement years. 100% the person to call!"

- Lindsey M.



“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!"

- Daniel A.


"Doug Jolley has been very helpful to me with properly structuring my retirement, protecting me from long term care costs, and with my health insurance. He is very knowledgeable and very kind. He makes me feel so comfortable and goes out of his way to help me at anytime – day or night! I wish I had met him years earlier! He always has a smile on his face."

- Janie A.


"Doug Jolley helped my husband, Charlie, and I with all the hoops and balances of retirement planning. And since my husband's passing has helped me to understand the insurance options and specific needs of my personal needs. I have recommended him to my family for their planning needs."

- Geanie P.


"Doug is committed to finding a workable solution for financial planning. He strives to accomplish the goal no matter how challenging. I like a person with a sense of humor, and Doug is definitely number one in that area. He's the best!"

- Luretheia P.


“Doug is very knowledgeable regarding retirement planning. Excellent options for minimizing tax burden in those golden years.” 

- David M. 


"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!"

- Steve F.


"Thank you so much to Doug Jolly and SHARP for giving us peace of mind and the help we need when something comes up with our insurance. You're right there when we need you. Blessings!"

- Lucretia A. E.


"I have nothing but the highest recommendation for Doug Jolley and his SHARP team. In my personal working relationship with Doug, I can tell you that he is concerned and proactive about ensuring the continued well-being of his clients, be it for health/medical insurance or retirement planning. I cannot thank Doug enough for assisting my sister right before the December deadline for ACA enrollment. I referred her to Doug, and he immediately began to guide her through the process on the very day she contacted him. Subsequently, my sister’s husband suffered a heart attack in early January, and she was overwhelmed with anxiety and uncertainty as to what was being covered by insurance. Without hesitation, Doug was in constant communication with her, reassuring her and the family that the situation was under control. And he remains readily accessible – traits seldom found in the business world today. Doug is the consummate professional, but more importantly, his greatest strengths are the qualities I continue to admire in him as a friend and associate; namely, his strong character and tremendous integrity. His selfless, rather than selfish, nature has no doubt contributed to his devotion to God, his family, friends, and clients. As I have told many others, Doug walks in the light of God with his love and compassion for others. I have the utmost praise, both personally and professionally, for Doug Jolley, an outstanding man, who embodies the best of core values in business and in life."

- Frank B.


"When not wearing his super cape, Doug is a real hero offering real solutions for health care options that really helped us. He's even talked to Drs offices to untangle a few bumps at the start, also helped go the extra mile every time I've needed anything. It's apparent his values are to relay a high standard of commitment to his clients. I was referred to him by great friends, and I can see why Southern Health and Retirement is a great choice I've made to do business with!"

- Rebecca & Russell G.


"Doug Jolley is the real deal! We told him what we needed and he made it happen! He is obviously a man of faith and it shines through his professional demeanor, compassionate listening, and encouraging spirit!"

- Todd V.


"Super friendly, no sales pitching. Believable and totally trustworthy. Saved me hundreds per month!!!!!"

- Lewis C.


"Doug has us feeling completely secure with my, and my husband's, retirement planning. We feel at home when we visit his office. He and Donna have helped us so much; we do not feel apprehensive in any way sharing any information we can, to help us insure our retirement will be as comfortable as we want it to be."

- Catherine H.


"At age 57 I attended Retirement Planning seminar and my eyes were open on how much I did not know. Doug is very friendly and informative. Retirement planning really is so much more than just having a company 401K or a pension. After learning so much from Doug I am now excited to be researching and learning where I stand and what I need to do to best position myself in retirement. Doug will work with you to demonstrate the course you are on and what you can do to make changes between now and retirement and beyond."

- Tom M.


"At age 57 I attended Retirement Planning seminar and my eyes were open on how much I did not know. Doug is very friendly and informative. Retirement planning really is so much more than just having a company 401K or a pension. After learning so much from Doug I am now excited to be researching and learning where I stand and what I need to do to best position myself in retirement. Doug will work with you to demonstrate the course you are on and what you can do to make changes between now and retirement and beyond."

- Bill W.


"Doug Jolley has been very helpful to me with properly structuring my retirement, protecting me from long term care costs, and with my Christian Medi-Share health coverage. He is very knowledgeable and very kind. He makes me feel so comfortable and goes out of his way to help me at anytime – day or night! I wish I had met him years earlier! He always has a smile on his face."

- Janie Y.


"As a small business owner, it is a challenge to find reliable advice about the coverage you need, how to plan effectively for the future and still be able to afford to protect your business and family today. Fortunately, I was referred to Doug Jolley and SHARP. He took the time to listen to me and helped me put together a plan I could afford. For the first time in awhile, I'm optimistic about the future because I cant n see myself retiring comfortably and enjoying life when I get older, thanks to Doug. He really knows his stuff."

- Marcus S.


"My husband and I recently sat down with Doug regarding our retirement planning. We came in feeling overwhelmed, but Doug "wrote the vision and made it plain" for us! We left with knowledge, understanding and clarity for the days ahead!"

- Debby W.


“Doug helped me to understand the world of retirement planning when I had no idea about it. He has such a servant’s heart and truly cares about his clients and their hard-earned money. I love the fact that he took his time with me and for every question and for every question I’ve had he’s been super quick to answer and is always on the ball.” 

- Audrey O. 


"Doug Jolley is a great encourager and motivator. He truly has a heart to help people plan and take the steps necessary to be prepared for the future."

- Kim H.


"He has been extremely helpful in guiding me to the best health insurance and life insurance plans for me. All this was done with kindness and a great deal of patience with my questions and confusion about various plans. I couldn't recommend him more highly."

- Donna O.


"I have known Doug for a couple of years and have had the pleasure of working with him and his staff. They are some of the most knowledgeable people I have worked with in this ever changing industry."

- Transition Consulting


"Mr. Jolley helped us make a timely decision that was best for our family. Wonderful agency for all retirement plans."

- Don J.


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

- Hillary W.


"I have known Doug over 20 years and can highly recommend him for both his knowledge and integrity."

- David T.


"Doug is a most helpful when we call with questions."

- John M.


"t’s not surprising that Doug was chosen as Alignables' Business Person of the Year. Doug is a brilliant businessman and financial expert. He understands the in’s and out’s of the right investment and savings strategies to adequately prepare you for retirement. What I like best about him is he is not stuffy or unapproachable, it’s very easy to reach out to him for advice” 

- Deb M.

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