Create a financial future you can look forward to.

Planning for retirement can be a daunting and confusing process. We help you get on a clear path to retirement and have peace of mind in retirement so you can enjoy life today and tomorrow.

Planning for retirement shouldn’t take your entire career.

Creating a plan to reach your ideal retirement can be time consuming and cause stress. Having a CERTIFIED FINANCIAL PLANNER™ professional with the experience, character, and consistent approach you desire can reduce both. We strive to make sure each of our clients is comfortable from the very beginning and our sole focus is to ensure we help you get from where you are today to where you want to be in the future.

Financial Planning & Wealth Management for:

Individual

Family

Business

Town Square Team

Clint Martin, AIF®, CFP®

I have helped clients throughout the Southeast and beyond, over the course of my 15-year career, plan for retirement through sound wealth management strategies. As an Accredited Investment Fiduciary™ and CERTIFIED FINANCIAL PLANNER™ professional, I place my clients’ best interests above all else. Working with individuals, families, and non-profits who value professional advice and lasting relationships have allowed me the privilege of building a successful practice.

Jessica Jernigan, Administrative Assistant

I joined the firm in 2020 to elevate the client experience. It is important that our clients hear from us on a regular basis, and I take pride in building relationships along the way. Our firm has a wonderful mix of clients who are down to earth, family oriented, and fun-loving. They deserve the very best and I am pleased to play a meaningful role in making that happen.

A Simple Process for Planning.

While each client is different, the process we walk you through is always the same. By following the steps, we are able to ensure that you have exactly what you need based on your financial goals.

Understand your personal and financial circumstances
Identify and select your goals
Analyze your current and potential alternative courses of action
Develop your financial planning recommendations
Review the financial plan
Implement the plan
Monitor progress and update

It just starts with a conversation.

We understand how difficult it can be to start the conversation about your future. Finances are personal and can be intimidating to discuss if you are not well versed in the language. We get it. Been there. Done that. We want you to know that every conversation is confidential and that you are never alone. Many of our clients were in the same situation as you starting out.

Take your first step toward a brighter future.

Let’s start with a conversation about your financial plan. Your consultation is completely complimentary and there is no obligation to work with us. Our goal is to help you find answers to your questions, and put you on a path that allows you to feel confident in whatever path you chose to take.