Meet Peter LaHatte:
Your Trusted Insurance and Retirement Expert Peter LaHatte combines extensive financial expertise with personal experience in insurance and retirement planning. Having managed a large investment portfolio and driven growth in telecommunications, he has seen how insurance can save lives and secure futures. This motivates him to help clients effectively manage risks, protect assets, and achieve a secure, tax-efficient retirement.
ACA Guidance from Your Agent & Group Health Coverage
Navigating the Affordable Care Act (ACA) can be confusing. We assist individuals and businesses in understanding their options, exploring subsidies, and comparing plans to find the best healthcare coverage that fits their needs and budget. Please remember, insurance agents do not represent the government; we work exclusively for you.
Life Insurance: Protecting Your Loved Ones
Life insurance offers financial protection for your family in the event of your passing. We assist you in determining the appropriate coverage amount and selecting from various policy types, including term, whole, and universal life insurance. Our aim is to ensure your loved ones are financially secure for their future. We strive to find the best policy that provides you with peace of mind.
Retirement Planning
Planning for retirement is essential for achieving financial independence. We assist you in setting clear goals, analyzing your current resources, and developing personalized strategies to ensure you have the income and assets necessary to enjoy your ideal life after work. Let us help you create a confident path to your future.
Annuities: Guaranteed Income for Life
Annuities are a distinctive financial product designed to provide a reliable stream of income, often for the rest of your life. In this guide, we explain how annuities work, explore the various types available to suit your goals, and help you determine whether they are the right tool for securing a predictable income stream during retirement.
At Southern Health and Retirement Planning, we provide personalized health and financial solutions for individuals, families, and businesses in South Carolina, Alabama, Georgia, Tennessee, North Carolina, and Florida. Our experienced team helps you navigate the Affordable Care Act and offers services like life insurance, retirement plans, group health coverage, and annuity sales. We focus on understanding your unique needs to create customized plans that ensure your peace of mind and financial stability.
