Peace of Mind in Retirement

Make your savings last a lifetime

Tony Dale and Phillip Allen can help you plan to meet those challenges. They can show you how to help protect your savings, and how to create a financial plan designed to provide income for a lifetime.

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Tony Dale, Phillip Allen and the Common Sense Retirement Planning Team can help you plan for a comfortable retirement.

Retirement brings a major financial transition. There are so many things to take care of, and so much knowledge to acquire. That is why it is important to find the right retirement advisor – a professional who can give you the time, care and insight you need. Many retirees and pre-retirees are referred to Tony Dale and Phillip Allen. Having more than 50 years of combined financial experience, they know the steps that can make a retirement transition easier.

Tony and Phillip can also show you the financial adjustments you can make to live well while minimizing your risk. Without the right financial knowledge, you may end up living a life of “quiet desperation,” instead of celebrating retirement. They want the best for you and will act to simplify financial matters so you can plan to live well and live confidently.

Tony and Phillip help hard-working people and their families manage financial retirement transitions. With guidance, wisdom and a welcoming way, they help clients overcome financial planning obstacles so they can pursue their greatest goals and settle down to the lifestyles they enjoy.

People from all over the Carolinas have benefitted from Tony and Phillip’s “Common Sense Retirement Planning” program broadcasted weekly on WORD News Radio. If you are retired or thinking about retirement, you should give them a call!

Hear Phillip, Tony and Rebecca on
the Radio!

Tune in to “Common Sense Retirement Planning” from 11 a.m. to noon Saturdays on News Radio 106.3 FM WORD to hear Phillip, Tony and Rebecca discuss financial topics related to retirement.

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Phillip Allen, WORD Radio, Tony Dale, Upstate, Financial Planning, Advice, Retirement

Hear Phillip, Tony and Rebecca on
the Radio!

On Saturdays from 11 a.m.-noon, tune into News Radio 106.3FM WORD to hear Tony and co-host Phillip Allen on their show Common Sense Retirement Planning. Listen as they discuss financial topics related to retirement. Call in and ask Tony a financial question.

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Phillip Allen, WORD Radio, Tony Dale, Upstate, Financial Planning, Advice, Retirement

Advisors of character who can help you plan to make your money last

A focus on
tax-efficient investing

Your after-tax return matters most. We understand that reality, and favor investments that allow our clients to keep more, while the government keeps less.

There comes a point in life where you need to invest in a risk-averse way. For many people, that point is retirement. The good news is, you can arrange your portfolio so that you can benefit from stock market gains, while shielding yourself from stock market losses. Ask Phillip, Tony and the CSRP Team how – they will tell you.

A focus on exceptional client service

The best retirement planners create lasting relationships. We stand by you as your financial stewards during the length of your retirement, helping you to review and adjust your financial plan or financial strategy as needed. We will also advise you on ways to manage market risk, and reveal ways to help defer and reduce income taxes, capital gains and estate taxes.

WLOS Channel 13 Identity Theft Interview with Phillip

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Retirement Planning

Helpful resources for
an easier retirement

Quite often, there are business and legal matters that need to be addressed with retirement. It is a matter of finding the right resources. Phillip, Tony and the CSRP Team can help you locate them. We have relationships with legal and accounting specialists relevant to the issues you may be facing.

In fact, many pre-retirees and new retirees come to Phillip as result of a referral as we believe CPAs, attorneys and other professionals know we will advise their clients courteously and compassionately. We live by the Golden Rule and center our lives and business in the Word. This is why our clients become a friend.

Our Mission

Our mission is to reduce the financial fear for our clients in retirement. With 50 years combined experience, Tony Dale and Phillip Allen have been working with friends and neighbors throughout the greater Greenville area to help meet their financial goals through the use of insurance and investment products.

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.

Securities and advisory services offered only by duly registered individuals through Madison Avenue Securities LLC, member FINRA/SIPC and a Registered Investment Advisor. MAS and Phillip Allen Inc., Common Sense Retirement Planning or Tony Dale, Inc are not affiliated entities.

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 benefits 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.