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.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Smart investors take the time to separate emotion from fact.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, infiltrating the world of bonds.
How will you weather the ups and downs of the business cycle?