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.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Retirees traveling abroad need to know that their health insurance travels with them.
The uncertainties we face in retirement can erode our sense of confidence.
To choose a plan, it’s important to ask yourself four key questions.
Military families face unique challenges, making personal finance even more critical.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Do you have causes that you want to support with donations? Here are three tips.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.