jacquesfinancial.com
Financial Planning, Wealth Management & Retirement
http://www.jacquesfinancial.com/p/financial-planning-wealth-management-retirement
Wills and Estate Planning. Financial Planning, Retirement, Wealth Management and Risk Management. Whether you are interested in building wealth, preserving your assets, or protecting your family, Jacques Financial, LLC (member FINRA / SIPC) provides services focused on you. An initial evaluation is offered to begin the process of helping build your net worth and plan for your financial future. All securities are offered through, Jacques Financial, LLC, member FINRA and SIPC. We’ve built a handy mob...
jacquesfinancial.com
Resource Center
http://www.jacquesfinancial.com/resource-center
Wills and Estate Planning. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Sign up for my Newsletter. And JFLLC ...
jacquesfinancial.com
Tax Return Preparation & Tax Planning
http://www.jacquesfinancial.com/p/tax-return-preparation-tax-planning
Wills and Estate Planning. Tax Return Preparation and Tax Planning. Tax clients can save time and money through use of the convenient mail-in service and receive a 20% DISCOUNT. On the tax preparation fee, provided tax materials are received on or before the deadline. Electronic filing is offered at no additional charge to expedite refunds. A personalized tax organizer and deduction finder is provided each year to all clients in order to assist in collection of tax data. Sign up for my Newsletter. And JF...
jacquesfinancial.com
Money | Jacques Financial, LLC
http://www.jacquesfinancial.com/resource-center/money
Wills and Estate Planning. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. Life and Death ...
jacquesfinancial.com
Disclosure
http://www.jacquesfinancial.com/p/disclosure
Wills and Estate Planning. Business Continuity Disclosure Statement. A broker/dealer, investment adviser, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualification requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, BD agent or IA rep requirements, as the case may be. Jacques Financial, LLC (JFLLC). Certain associates of Joseph W. Jacques, CPA, CFP. Sign up for my Newsletter. Certain...
jacquesfinancial.com
Code of Ethics
http://www.jacquesfinancial.com/p/code-of-ethics
Wills and Estate Planning. First, confidentiality is the cornerstone of our business. Each one of our client relationships is distinctly separate and privacy is paramount. Second, our practice is a people-oriented business where thoughtful and courteous service is expected. Finally, we will never give advice and counsel to a client without thoroughly understanding their needs. Sign up for my Newsletter. Error processing your request. Please try again at a later time.
jacquesfinancial.com
Infographics | Jacques Financial, LLC
http://www.jacquesfinancial.com/p/infographics
Wills and Estate Planning. What is an "infographic"? An infographic is a visual representation of data or facts that is presented via charts, graphs and illustrations to convey complex information quickly and clearly. Infographics can improve cognition of data by presenting information in a more visually appealing way than traditional charts and documents. . Click below to check out some of our infographics:. 10 Questions to Ask Your Financial Advisor. Sign up for my Newsletter.
jacquesfinancial.com
Previous Newsletters
http://www.jacquesfinancial.com/p/previous-newsletters
Wills and Estate Planning. Week of August 15, 2016. The S&P 500, Dow Jones Industrial Average and the NASDAQ Composite all notched new, record-breaking highs last Thursday on rising oil prices and strong US retail earnings reports. For context, the last time all three major US indices all closed at record highs on the same day was in December 31st of 1999. 160; Read More. Week of August 8, 2016. 160; Read More. Week of August 1, 2016. 160; Read More. Week of July 25, 2016. Equities continued moving highe...
jacquesfinancial.com
Accolades
http://www.jacquesfinancial.com/p/accolades-1
Wills and Estate Planning. Barron's Top Ranked Advisor:. Angie's List Super Service Awards:. 160; . 160; . 160; . 160; . 160; . Are you an Angie's List member? To read our reviews! We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more. Sign up for my Newsletter.
SOCIAL ENGAGEMENT