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
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.
Advisors of character who can help you plan to make your money last
A focus on
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
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 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.