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Our mission is to reduce the financial fear for our clients in retirement

With 45 years combined experience, Phillip Allen and Tony Dale 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.

Meet Phillip Allen & Tony Dale

Retirement Planners

Phillip and Tony work to help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
”Retirement

Meet Phillip Allen & Tony Dale

Retirement Planners

Phillip and Tony work to help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
Our Focus
» Retirement Planning
» Wealth Accumulation Strategies
» Annuities
» Life Insurance
» IRA & 401(k) Rollovers
» Our Services
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» Stay abreast of the stories and headlines that may impact you. Check out the news about Common Sense Retirement Planning and other topics of interest.
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» Listen to Tony and Phillip every Saturday from 11 am - noon on 106.3WORD.
» Listen to Our Show
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 investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Securities offered through Madison Avenue Securities, LLC (MAS) Member FINRA/SIPC. 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.