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.
Tony Dale | CMO, Retirement Planner
Tony Dale is a co-host of “Common Sense Retirement Planning,” with more than 18 years experience in the financial services industry. He holds life and health insurance licenses in South Carolina and North Carolina. Tony is registered with FINRA, where he holds Series 6 and Series 63 licenses.
To schedule a free retirement review with a member of the Common Sense Retirement Planning Team, contact us via email at: email@example.com or call us at 800.687.6768 today!
Visit us also at www.CSRP.info
Phillip Allen | CEO, Retirement Planner
Phillip has been helping retirees make wise financial decisions for over 30 years. Phillip is an Investment Adviser 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, North Carolina. He moved to Greenville in 1979, and from 1979 to 1983, attended Bob Jones University studying business administration. In 1985, he became licensed in the securities industry. Phillip is currently registered with FINRA, and the South Carolina 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 they have four children and nine 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 also 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.