Welcome to Jackson Square Financial
Jackson Square Financial serves the needs of the small to mid-sized business owner and active executive by offering customized group benefits, retirement plans and wealth management. We understand that businesses and individuals face unique challenges on a daily basis. Our boutique services can help take the unknown out of employee benefits and financial planning.
We pride ourselves on listening to our clients, providing a concierge level of service and implementing innovative solutions that can address each need of our clients. Jackson Square Financial is dedicated to providing comprehensive strategies tailored toward achieving your specific goals.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
There are ways to improve your physical fitness without denting your fiscal fitness.
Knowing the rules may help you decide when to start benefits.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A quick history of the Federal Reserve and overview of what it does.
The decision whether to buy or rent a home may have long-term implications.
Recent changes in estate tax laws could affect the strategy you have in place.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Even low inflation rates can pose a threat to investment returns.
Here are five facts about Social Security that might surprise you.