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Financial Planning, Retirement, Wealth Management & 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.

Our objective is to help clients maintain, secure, and improve their financial lives. A wide spectrum of financial tools are considered and evaluated on a personal basis integrating client needs, aspirations, and objectives. is a resource of educational articles, presentations, and videos designed to answer questions you may have about financial services and strategies. If you find something you’re interested in, or you want to learn more about a particular subject, then please contact us.

One of our many specialties includes developing sound retirement strategies. Here at Jacques Financial we understand the many challenges of retirement planning. Furthermore, we recognize a primary concern for individuals and their families is outliving their money. Our focus is on money management, as well as other issues that are vital to financial well being. We take a holistic approach to retirement planning, creating strategies that incorporate investments, financial planning, tax planning, education savings, insurance and estate planning. Whether you are saving for retirement or approaching retirement – please contact us and let us help with your retirement strategy.

All securities are offered through, Jacques Financial, LLC, member FINRA and SIPC.

Click Here To Download Our Confidential Financial Questionnaire

Contact us to schedule a financial planning meeting with Joe Jacques, CPA, CFPTM!