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 through retirement so you can enjoy life today and tomorrow.
761 Middle Street, Suite A Fairhope, AL 36532
27267 Perdido Beach Blvd. Unit B3-1B, Orange Beach, AL 36561
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.
Founder/Managing Principal
Clint is a CERTIFIED FINANCIAL PLANNER® professional, an Accredited Asset Management Specialist™ professional, and has earned the Accredited Investment Fiduciary® designation, demonstrating his long-term commitment to his clients. With nearly two decades of experience, Clint has helped clients throughout the Southeast and beyond plan for and enjoy retirement through sound financial planning and wealth management strategies.
Clint enjoys problem solving, critically thinking through issues, and delivering information to his clients in a way they can understand. If you’re trying to solve a problem or make sense of something, Clint is a good guy to have in your corner.
As an Honorary Fellow at the University of Mobile and recipient of the Benjamin C. Barnhill Community Service Award, Clint volunteers his time and talent wherever he can make a positive impact. He is also a member of the Estate Planning Council of Mobile.
In addition to working with individual and family clients, Clint began serving Institutional clients (Non-Profit, Foundation, Endowment) in 2011 and has grown his practice with a focus on the fiduciary process.
Partner
Jake is a CERTIFIED FINANCIAL PLANNER® professional as well as a Certified Exit Planning Advisor (CEPA®).
After graduating from Springhill College with a B.S. in Economics & Finance, Jake embarked on a career with a boutique Alternative Investments firm that began in Southern California and with much success, was subsequently promoted to Senior Vice President of New York City and the surrounding Metro area. In his role educating financial advisors on various alternative investment strategies, Jake also witnessed the positive impact certain advisors had on their clients’ lives.
His wife Jillian, a Daphne, AL native, and their four young daughters came home to the Eastern Shore in 2018 where Jake began a six-year journey as an advisor at Morgan Stanley, prior to joining Town Square Consulting LLC.
Jake brings a wealth of knowledge and a strong industry background to his role of Partner at Town Square Consulting LLC.
Since taking his family from Wall Street to Main Street, Jake has created a practice that centers around his clients’ goals through sound financial planning as well as assisting business owners navigating liquidity events.
As a member of Ed Slott’s Elite IRA Advisor Group℠, Jake studies directly with Ed Slott and Company, America’s IRA Experts, year-round. This means he’s continuously updated on the latest tax law changes, vetted through ongoing training and background checks, attend semiannual workshops, and is supported by a team that answers thousands of real client cases each year. Put simply: Retirement tax planning is complicated. He’s invested in this specialized IRA distribution planning, so you don’t leave money on the table.
Jake is a big supporter of local charities; Gift of Adoption- AL Chapter (previous board member), Kiwanis Club of Fairhope, Art for Heart (previous board member), and Mobile’s American Cancer Society Chili Cook Off (2023 2nd place team). On Fat Tuesday you can find him riding and reveling on a float in downtown Mobile.He’s invested in this specialized IRA distribution planning, so you don’t leave money on the table.
Office Manager
Amanda coordinates the daily activities of Town Square Consulting LLC. A graduate from the University of South Alabama with a B.A. in Communication/Public Relations, she has over two decades of experience on both the industrial and hospitality industries. Amanda brings her proven track record of success in executive management, allowing us to deliver a more efficient and results-driven experience to our valued clients.
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.
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.
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.
