Top Financial Advisors in Upstate South Carolina
Common Sense Plans for Common Sense People
Your retirement is too important to leave to guesswork. Through the Common Sense Retirement Roadmap™, we help families across South Carolina build a financial future they can clearly see — and confidently embrace.
Common Sense Retirement Roadmap™
How To Retire in South Carolina
The best plans are the ones that just make sense. Our Common Sense Retirement Roadmap™ cuts through the noise to focus on what really matters: your goals, your values and the steps to get there.
Here’s how it works:
Income
Replace your paycheck with a playcheck.
Investment
The risk in your portfolio should match the risk in your head and heart.
Taxes
Pay what you owe, but don’t leave a tip.
Health Care/Asset Protection
You can’t predict your health, but you can protect your wealth.
Legacy
Leave as much as you want, to whom you want, how you want.
The 3-Step Path That Will Get You There
Step 1: Discovery
We start by listening. What are your goals? What keeps you up at night? This step is all about understanding your unique situation and identifying the decisions ahead.
Step 2: Strategy
Next, we craft a plan tailored to your needs. From income and investments to taxes, healthcare and legacy planning, we’ll create a strategy that works for you.
Step 3: Start the Journey
Finally, we put your plan into action. Our team will walk you through every step, bringing your vision to life — and creating a connection that will take you through it.
Retirement Planning Radio and TV Shows
Real Talk. Real Solutions.
For years, Phillip Allen and Tony Dale have been trusted voices in financial planning, sharing their advice on radio and TV. Whether you’re tuning in for practical tips or big-picture strategies, you’ll find the straightforward guidance you need to make confident financial decisions.
Radio
Tune in to “Common Sense Talk”
Practical tips. Candid conversations. Our radio show covers the decisions, challenges and opportunities that shape retirement — and your life.
News/Talk 98.9 WORD (WYRD-FM, 98.9 FM)
10 a.m.-noon
8-9 a.m. & 4-6 p.m.
TV
Watch the “Common Sense Retirement Show”
See how we help families just like yours navigate retirement. Our TV show offers insights, strategies and stories to inspire.
Meet the People Behind the Plans
We’ve assembled a team committed to the values of honesty, clarity and faith-guided service. We’re here to shepherd you from the first conversation to the final handshake — and into the retirement you’ve always envisioned.
Helping Your Wealth Work Harder for You
For individuals with $3 million or more in net worth, we offer specialized strategies to simplify financial decisions, reduce tax exposure and achieve your legacy goals.
Tax-Efficient Strategies
Reduce your tax exposure with strategies designed to address income taxes, capital gains taxes and estate taxes.
Business Succession Planning
Plan for the seamless sale or transfer of your business while preserving its value and your legacy.
Legacy and Charitable Giving
Create a comprehensive legacy plan that reflects your values and supports the causes you care about.
Sales of Highly Appreciated Assets
Navigate the complexities of selling real estate, businesses or highly appreciated stock holdings.
Are You Paying Too Much in Taxes in Retirement?
We enjoy the benefits our taxes pay for but loathe the idea of paying more than our fair share. This guide was created for you to better understand how taxes could affect your retirement income, including:
The different types of retirement accounts
Why tax laws are ever-changing
Options for tax deductions in retirement
