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        Peace of Mind in Retirement

        General Info
        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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        BBB Rating
        A+
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        BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

        BBB Rating and Accreditation information may be delayed up to a week.
        Services/Products
        financial advisor and steward
        Payment method
        check, mastercard, visa, cash
        Neighborhoods
        Downtown Greenville, Central Greenville
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        Categories
        Retirement Planning Services, Financial Planners, Financial Planning Consultants, Financial Services, Investment Securities, Investments, Rest Homes

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        Details

        Phone: (864) 235-2790

        Address: 158 Milestone Way, Greenville, SC 29615

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