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Complimentary Report! “Your Retirement Planning Checklist”
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Our mission is to reduce or eliminate 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
» Annuities
» Life Insurance
» IRA & 401(k) Rollovers
» Our Services
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» Stay abreast of the stories and headlines that 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.
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Securities offered through Capital Investment Group, Inc. Member FINRA/SIPC. Address: 100 E. Six Forks Road, Ste. 200, Raleigh NC 27609 Phone: 919.831.2370

*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.