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 UsHelpful Content
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
View all articles 
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
An Arm and a Leg
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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Emerging Market Opportunities
What are your options for investing in emerging markets?