Retirement brings a major financial transition. There are so many things to take care of, and so much knowledge to acquire. That is why it is important to find the right retirement advisor – a professional who can give you the time, care and insight you need. Many retirees and pre-retirees are referred to Phillip Allen. Having 30 years of financial experience, he knows the steps that can make a retirement transition easier. Phillip can also show you the financial adjustments you can make to live well while minimizing your risk. Without the right financial knowledge, you may end up living a life of “quiet desperation”, instead of celebrating retirement. Phillip wants the best for you and he will act to simplify financial matters so you can plan to live well and live confidently. Phillip Allen helps hard-working people and their families manage financial retirement transitions. With guidance, wisdom and a welcoming way, he assists his clients to overcome financial planning obstacles so they can pursue their greatest goals and settle down to the lifestyles they enjoy. People from all over the Carolina’s have benefited from Phillip’s “Common Sense Retirement Planning” broadcasted weekly on WORD News Radio, co-hosted with fellow Financial Advisor, Tony Dale. If you are retired or thinking about retirement, you should give Phillip a call!
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Peace of Mind in Retirement

BBB Rating
A+
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Hours
Regular Hours
Mon - Fri:
Martin Luther King Day
2024/01/158:30 am - 5:00 pm
Presidents' Day (Washington's Birthday)
2024/02/198:30 am - 5:00 pm
New Year's Day
2024/01/01Closed
Veterans Day
2024/11/118:30 am - 5:00 pm
Labor Day
2024/09/028:30 am - 5:00 pm
Thanksgiving Day
2024/11/28Closed
Christmas Day
2024/12/25Closed
Independence Day
2024/07/04Closed
Columbus Day
2024/10/148:30 am - 5:00 pm
Services/Products
financial advisor and steward
Payment method
check, mastercard, visa, cash
Neighborhoods
Downtown Greenville, Central Greenville
Other Email

Categories
Retirement Planning Services, Financial Planners, Financial Planning Consultants, Financial Services, Investment Securities, Investments, Rest Homes
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