As independent advisors, we help you pursue your financial goals by putting your interests ahead of our own. Schedule a meeting to sit down with us and discover what your ideal retirement looks like. Our Common Sense Retirement Roadmap determines your retirement needs based on your unique situation.
Tax laws change every year - and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy.
Tax laws change every year - and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy.
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The team behind Common Sense Retirement Planning is made up of qualified financial professionals who are passionate about helping individuals and families pursue their ideal retirements. Phillip Allen has been helping retirees make wise financial decisions for over 35 years. Phillip is an Investment Advisor Representative with Madison Avenue Securities.
At Common Sense Retirement Planning, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Financial Investments and Retirement Planning in Greenville, Spartanburg, Anderson and the surrounding areas. We're here to help you feel confident in your financial future. 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.
When it comes to wealth accumulation strategies, time is your ally. The more time you spend investing, the higher the amount of compounded interest can potentially be applied to your money. South Carolinians in Greenville, Spartanburg, Anderson and surrounding areas should know: If you've experienced financial losses in the past few years and still haven't been able to fully recover, you may need to consider an allocation that is more aggressive.
Retirement Planning and Financial Investments in Greenville, Spartanburg, Anderson and the surrounding areas. We're here to help you feel confident in your financial future. It's no secret that the market isn't always secure. To balance this, you can consider a financial product that will guarantee some income.
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