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.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
This worksheet can help you estimate the costs of a four-year college program.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
An increasing number have been developed to help individuals with their personal finances.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Your credit score may influence how much you pay for auto and home insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Are Real Estate Investment Trusts right for your portfolio?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What are your options for investing in emerging markets?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.