WITH OVER 30 YEARS EXPERIENCE IN FINANCIAL SERVICES, TONY DALE, PHILLIP ALLEN AND THE CSRP TEAM CAN HELP YOU PLAN FOR A COMFORTABLE RETIREMENT.

Have you met Carolina’s Retirement Planning Professional? People from all over the Carolina’s have benefitted from Tony’s “Common Sense Retirement Planning” broadcasted weekly on WORD News Radio, co-hosted with fellow financial advisor Phillip Allen. If you are retired or thinking about retirement, you should give Tony a call!

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

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.