Simply Southern Health & Retirement

About Us

We are a family owned retirement planning firm specializing in Medicare and holistic retirement solutions. With a heart for service and education, we walk alongside individuals and families as they navigate Medicare, life insurance, annuities, Social Security, LTC, wills & trust and retirement planning. New to the area ourselves, my husband a USAF disabled Veteran, current Federal Air Traffic Controller, and my business partner and I believe deeply in community, relationships, and treating our neighbors like family. We regularly host educational events throughout the area and travel several times a year to industry conferences to stay current on changes, ensuring our clients are always well cared for. Licensed in 15+ states, we’re honored to serve as a trusted local resource.