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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Healthy habits are one of the greatest gifts to give your child.
Protect yourself against the damage that your homeowners policy doesn’t cover.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A letter of instructions provides additional and more personal information regarding your estate.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Using smart management to get more of what you want and free up assets to invest.
Are Real Estate Investment Trusts right for your portfolio?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Why are 401(k) plans, annuities, and IRAs so popular?