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Financial Services — Greenville, SC

Everyone needs a financial strategy to secure their future. To develop one that’s both solid and lucrative, you and your financial professional need to have a complete understanding of your current financial state, including your retirement assets and how they interact with each other. To meet your financial goals, we utilize different financial strategies and management services, such as insurance products and annuities. Collaboration is key with financial planning, which is why we work with tax attorneys and other financial professionals in the area to give you the best advice on your financial strategy.


In addition, we can refer you to professionals who provide the following services:
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a tax or legal professional on any such matters.

Secure Your Financial Future

For additional information on your financial strategy, call or email us today at 800.687.6768 and info@commonsenseretirementplanning.com.

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.

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"Your Retirement Planning Checklist"
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Common Sense Retirement
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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.