Phillip Allen

CEO/Retirement Planner at Common Sense Retirement Planning
On the record
Bio

Phillip Allen has been helping retirees make wise financial decisions for over 35 years. Phillip is an Investment Advisor Representative with Madison Avenue Securities. Phillip is an independent advisor who acts in the best interest of his clients. He is a Retirement Planner whose goals are to help retirees and pre-retirees with wealth management, preservation of assets, financial liquidity, tax-efficient strategies, creating a legacy, preparing for the unexpected costs associated with nursing home care, and to help ensure his clients do not outlive their retirement income.

Recent Quotes
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  • It’s never a bad idea to start saving for the future and building a nest egg, even if you are paying off student loans or credit card bills. Analyze your monthly expenses and dedicate a small amount towards your savings account. It may not seem like much at the start, but $20 here and there adds up over time.

    29 April 2021
Employment
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