How confident are you with your retirement plan?

We help individuals and families work toward achieving their ideal retirements.

Get Started in 3 Easy Steps

Get started on the path to your dream retirement today!

1. Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
2. Evaluate
Using The Simplicity Financial RoadMap™, we’ll examine your current financial situation and determine your retirement needs.
3. Plan
Receive a custom strategy designed to help you reach your unique retirement goals.

Attend an Informational Event

Our events focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Email:
priscilla.johnson@simplystatedrs.com
jay.johnson@simplystatedrs.com

Phone:
Main: 843.960.0080

Physical Address:
158 State St, Suite B
Bluffton, SC 29910

Mailing Address:
P.O. Box 1260
Bluffton SC 29910

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Our firm is not affiliated with the U.S. government or the federal Medicare program.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Simply Stated Retirement Solutions are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection of benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 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.

This information is not affiliated with or endorsed by the U.S. government or the federal Medicare program. By submitting this form, you will be contacted by a licensed insurance agent.

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How confident are you with your retirement plan?

Get Started in 3 Easy Steps

1. Discover

2. Evaluate

3. Plan

Attend an Informational Event