Phillip Allen
CEO Investment Advisor Representative @Common Sense Retirement Planning
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WORK HISTORY
CEO Investment Advisor Representative @Common Sense Retirement Planning
Greenville, SC, US
With 35 years of experience in the financial advisory business, we can help clients develop a well-thought-out plan for retirement. We tailor these plans to meet their individual needs. We use low volatility plans to take some of the worries out of the stock market roller coaster. We also help by taking a closer look at tax planning, legacy planning, and health care planning.
ABOUT PHILLIP ALLEN
I help people who have doubts about whether they are prepared to leave a steady paycheck behind and start living off their nest egg. I also help people who just need reassurance that their current financial strategy is leading them where they want to go. I help clients have confidence during these years because the main thing we want you to worry about in retirement.is how to use your time. Common Sense Retirement Planning is an independent financial services firm that utilizes a variety of investment and insurance products. Securities and advisory services offered only by duly registered individuals through Madison Avenue Securities LLC, member FINRA/SIPC and a Registered Investment Advisor. MAS and Phillip Allen Inc. or Common Sense Retirement Planning are not affiliated entities.
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