About Our Firm
Common Sense Retirement Planning’s mission is to reduce financial fear in retirement. Our primary focus is retirement income strategies, and we aim to help provide retirees and pre-retirees with safety of assets, financial liquidity, favorable tax statuses, protection from nursing home expenses and probate.
We recognize the concern among seniors over outliving their retirement savings, and therefore, gain immense satisfaction from being able to create financial solutions for these wonderful people.
Phillip Allen • CEO/Retirement Planner
Phillip has been helping retirees make wise financial decisions for over 30 years. Phillip is an Investment Advisory Representative with Madison Avenue Securities. He is a Retirement Planner whose goals are for retirees and pre-retirees to help them with preservation of assets, financial liquidity, tax-efficient strategies, creating a legacy plan to help avoid probate, prepare for the unexpected costs associated with nursing home care, and to help ensure our clients do not outlive their retirement income.
Phillip was born near Shelby, NC. He moved to Greenville in 1979. From 1979 to 1983, Phillip attended Bob Jones University studying Business Administration. In 1985, he became licensed in the securities industry. Phillip is currently registered with FINRA, and the SC Department of Insurance.
Phillip is co-host of Common Sense Retirement Planning on news radio WORD 106.3 FM weekly. He has also made appearances on local television stations, WLOS and WYFF.
Phillip lives near Furman University with his wife, Terri, and have four children and 9 grandchildren. Phillip and Terri are active members of Forestville Baptist Church. As an avid hiker and backpacker, Phillip always has his dog, Timber, alongside. He also enjoys hunting and riding his motorcycle.
Phillip is a supporter of Compassion International. A Christian charity dedicated to releasing children from poverty through compassion in Jesus name. Phillip and Terri are currently sponsoring several children around the world.
Phillip sees a growing problem with individuals outliving their retirement savings. Many live in quiet desperation due to poor planning. He gains great satisfaction when able to find financial solutions for these wonderful clients.
Learn more about Phillip at www.PhillipAllenInc.com.
Tony Dale • CMO/Retirement Planner
Tony Dale is a co-host of Common Sense Retirement Planning with 15 years experience in the insurance and annuity industry. He holds life and health insurance licenses in South Carolina and North Carolina, as well as Series 6 and Series 63 securities registration in these states.
Learn more about Tony at www.TonyDaleInfo.com
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at 800.687.6768 today!