Broker Check

301.738.1303

 
Our Family. Complex Tax Code. Outstanding Service. Identity Protection.

Your Integrated Individual Approach

Jacques Financial is family owned and operated by three generations of Certified Public Accountants, financial advisors, and an attorney dedicated to providing financial services to individuals and families. Whether you are preparing for retirement, saving for college, or managing your estate, our personalized service focuses on you and your family.

Contact Us

Helpful Content

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

How Financial Advisors Are Compensated

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

 

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Do You Owe The AMT?

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.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

View all articles arrow

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

View all videos arrow