Business Financial Planning in Mobile, AL

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Empower people to build, grow and protect their future

As a prospective client, we ask that you scroll down and fill out the questionnaire below. Thank you for your interest in working with Town Square Consulting!

Client 1 - Name

Client 1 - Home Street Address

Client 1 - City, State, Zip

Client 1 - Mobile Telephone

Client 1 - Email Address

Client 1 - Date of Birth

Client 1 - Marital Status

Client 1 - Occupation/Job Title

Client 1 - Retired

Client 2 - Name

Client 2 - Home Street Address

Client 2 - City, State, Zip

Client 2 - Mobile Telephone

Client 2 - Email Address

Client 2 - Date of Birth

Client 2 - Marital Status

Client 2 - Occupation/Job Title

Client 2 - Retired

What are your areas of financial concern? (Check all that apply)

Investment Review Retirement Planning Estate Planning Long Term Care Planning Risk Management (Insurance Review) Business Exit Planning Financial Organization 401k Rollover Charitable Giving Strategies Medicare Planning Social Security Optimization Non-Profit Investment Consulting

Client 1 - What is your approximate gross annual income?

Client 1 - Do you anticipate major changes in income?

Yes No

Client 2 - What is your approximate gross annual income?

Client 2 - Do you anticipate major changes in income?

Yes No

Client 1 - At what age do you expect to retire?

Client 1 - What is your desired income level in retirement?

Client 2 - At what age do you expect to retire?

Client 2 - What is your desired income level in retirement?

Client 1 - During retirement how much monthly income do you expect to receive from Social Security?

Client 1 - During retirement how much monthly income do you expect to receive from Employer Pension(s)?

Client 2 - During retirement how much monthly income do you expect to receive from Social Security?

Client 2 - During retirement how much monthly income do you expect to receive from Employer Pension(s)?

Do you currently work with a financial advisor? If so, what firm are they with?

How comfortable are you managing your investments? Check one:

Very Somewhat Not at All

How satisfied are you with the performance of your investments? Check one:

Very Somewhat Not at All

Referred by:

Do you currently work with a CPA and if so, what firm?

Do you currently work with an Estate Attorney, if so what firm?

761 Middle Street, Suite A
Fairhope, AL 36532
251-929-9444

Social Media Disclosure

Investment Advisory Services offered through Capital Square, LLC, a Registered Investment Advisor

© 2025 Town Square Consulting, LLC. All rights reserved.

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