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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 and better-than-average returns.

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.  

Phillip Allen

Phillip Allen is co-host of Common Sense Retirement Planning. He has experience in the insurance and annuity industry and has been helping seniors make wise financial decisions for more than 30 years. He studied business administration at Bob Jones University before becoming licensed in the securities industry in 1983.

Phillip currently holds his life insurance licenses in the Carolinas and Georgia, as well as, Series 6, Series 26 and Series 63 securities registrations in these states. He is a registered principal for Capital Investment Group, which is the largest independent broker-dealer in the Carolinas, and is a local radio personality on news radio WORD 106.3 FM. He has also made appearances on local television stations, WLOS and WYFF.

Phillip lives near Furman University with his wife, Terri, and their three children. He and his family are active members of the Forestville Baptist Church, as well as supporters of Compassion International. Phillip is an avid hiker and backpacker, who always has his dog, Timber, by his side. He also enjoys hunting and riding his motorcycle.

Learn more about Phillip at www.PhillipAllenInc.com.

Tony Dale

Tony Dale is a co-host of Common Sense Retirement Planning with 15 years experience in the insurance and annuity industry. He holds life and health insurance licenses in South Carolina and North Carolina, as well as Series 6 and Series 63 securities licenses in these states.

Learn more about Tony at www.TonyDaleInfo.com

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@commonsenseretirementplanning.com or call us at 800.687.6768 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

Securities offered through Capital Investment Group Inc. Member FINRA/SIPC.

Complimentary Report!
"Your Retirement Planning Checklist"
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Complimentary Book!
Common Sense Retirement
In Uncertain Times

With every Common Sense Retirement Review with Tony or Phillip, receive a FREE copy of the new book entitled: “Common Sense Retirement In Uncertain Times”

Schedule your Common Sense
Retirement Review today!
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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.