Town Square Wealth Management and Consulting, located in Fairhope, Alabama, provides you with a CERTIFIED FINANCIAL PLANNER™ professional with the experience, character, and a consistent approach to your financial future.
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
Clint Martin, AIF®, CFP®
Clint Martin with Town Square Wealth Management and Consulting, located in Fairhope, Alabama helps clients throughout Southeast Alabama and beyond. Over the course of 15 years, Town Square Wealth Management and Consulting provides clients with retirement planning through sound wealth management strategies. As an Accredited Investment Fiduciary™ and CERTIFIED FINANCIAL PLANNER™ professional, Clint Martin and other professionals with Town Square Wealth Management and Consulting place clients’ best interests above all else. Working with individuals, families, and non-profits who value professional advice and lasting relationships have allowed the professionals at Town Square the privilege of building a successful practice in downtown Fairhope.
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.
Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. Together, we can help you develop a complete, custom-made strategy to help you achieve your financial goals.
Town Square Wealth Management and Consulting, located in Fairhope, Alabama, provides you with a CERTIFIED FINANCIAL PLANNER™ professional with the experience, character, and a consistent approach to your financial future. Town Square Wealth Management and Consulting is the trusted financial planner in Southeast Alabama, including: Fairhope, AL; Point Clear, AL; Spanish Fort, AL; Daphne, AL.