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Plan for Your Financial Future

Our team is committed to helping you make your dream retirement a reality.

Our Team

At Simply Stated Retirement Solutions, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

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Priscilla Johnson Insurance Professional

Priscilla Johnson

Insurance Professional

Priscilla’s singular goal is to make every client a client for life. For over a decade, she has helped many retirees educate themselves with healthcare after retirement. Priscilla acts as an advocate for her clients and takes the trust they place in her very seriously.

For clients, Priscilla listens to what is important to them and has the experience to know which healthcare plan would be suitable based on their needs and desires, not only short but long term.

As a result of her professionalism, Priscilla felt the need to be an educator in Long-Term Care options as well as Life Insurance options.

Priscilla earned a Bachelor’s degree in Communications from the University of South Carolina and a Master’s degree in Marriage and Family Therapy. She loves caring for her family and most importantly spending quality time outdoors with them.

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Jay Johnson Financial Advisor

Jay Johnson

Financial Advisor

Jay has provided financial planning and education to clients in all stages of their lives in areas as simple as when to take Social Security to complex income distribution plans, investment strategies and tax-efficiency strategies.

As the lead advisor, he treats clients like family, providing explanations that are easily understood.

The result is a unique plan for each client that is comprehensive and has the flexibility to adjust for life’s changes.

Jay’s professional experience ranges from a Captain in the United States Marine Corps to working in major worldwide corporations in the public sector. He has passed the Series 65 exam, which has made him an Investment Advisor Representative, a licensed insurance professional, and an Ambassador for the Bluffton Chamber of Commerce.

He is devoted to his Christian faith and enjoys spending time with his family.

Insurance products are offered through the insurance business Simply Stated Retirement Solutions. Simply Stated Retirement Solutions is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Simply Stated Retirement Solutions are not subject to Investment Advisor requirements.

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Take Control of
Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:

retirement-income

Income Planning

investments

Investment Planning

asset-protection

Healthcare Planning

tax-efficient

Tax-Efficient Strategies

ira-legacy

IRA Legacy Planning

Insurance products are offered through the insurance business Simply Stated Retirement Solutions. Simply Stated Retirement Solutions is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Simply Stated Retirement Solutions are not subject to investment Advisor requirements.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal.

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To learn more about Simply Stated Retirement Solutions or to schedule a no-obligation meeting, contact us today!

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