Form View Counter
Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
Call Us Call Us
Connect with us: Phone: 800-687-6768 / / Visit Us!
Discover the many opportunities available to help secure your financial future.
Tapping into the Common Sense Retirement Planning network.
Home » Financial Services » Retirement Income Strategies

Retirement Planning Strategies for Greenville, SC

In this day and age, it’s recommended that everybody look into retirement income strategies, regardless of income level. The typical approach for retirement is to relocate growth-seeking products to products that are fixed-income.

With vast improvements in technology and healthcare, people today are living longer than they used to, which makes early retirement planning even more crucial than before. While added years to the average life expectancy is definitely a positive, there is a downside. To compensate for those extra years, you need to have that much extra income saved in your retirement income account. Many Americans are concerned about this additional income dependence placed on their plan, but the right retirement design can help.

Many different factors can impact your retirement, such as an income loss or deduction that occurs right before retirement versus earlier in your career. Why is it worse to have this happen closer to retirement? It’s because there is less time to increase your asset pool, which you rely on to sustain you during retirement years. It’s always better if there’s more time for your assets to recover from a financial hurdle.

With these factors in mind, we can create a retirement income strategy that integrates annuity and insurance vehicles. The design will aim for long-term growth and guaranteed* income flow as you go through your retirement years.

*Guarantees are made possible with the ability and financial strength of said company. Restrictions, withdrawal fees, and limitations may apply depending on the individual circumstances. FDIC insurance does not apply to annuities.

In addition, we can refer you to professionals who provide the following services:


Secure Your Financial Future

For additional information on your financial strategy, call or email us today at 800.687.6768 and

To provide you with the best financial planning experience, we may offer you information on different investment and insurance products.

Be aware that no investment advisor will offer legal and tax advice, and no information given should be constituted as such. For that form of consultation, please contact an appropriate tax or legal professional.

Complimentary Report!
"Your Retirement Planning Checklist"
Form View Counter

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!
Form View Counter
Our Focus
» Retirement Planning
» Wealth Accumulation
» Annuities
» Life Insurance
» IRA & 401(k) Rollovers
» Our Services
» Stay abreast of the stories and headlines that impact you. Check out the news about Common Sense Retirement Planning and other topics of interest.
» View our Library
» Listen to Tony and Phillip every Saturday from 11 am - noon on 106.3WORD.
» Listen to Our Show
Securities offered through Madison Avenue Securities, LLC (MAS) Member FINRA/SIPC. MAS and Common Sense Retirement Planning. are not affiliated entities. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

*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.