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.
Securities offered through Capital Investment Group, Inc. Member FINRA/SIPC. Address: 100 E. Six Forks Road, Ste. 200, Raleigh NC 27609
*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.
The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.