Expert Financial Guidance for Life’s Next Chapter
Based in Jacksonville, Florida, we specialize in guiding individuals through the complexities of life insurance and financial planning, particularly focusing on the unique challenges and opportunities that come with life’s later stages.
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At Square One Financial Group LLC, we redefine financial planning by putting people first. Based in Jacksonville, Florida, we are not just another financial services firm; we are your dedicated partners on the journey to a fulfilling financial future. With our presence spanning 31 states and the District of Columbia, our mission is clear – guide, educate, and help our clients make informed decisions that secure their futures and save them thousands. We prioritize honesty, integrity, and genuine care and work hard to provide financial security, dignity, and a brighter tomorrow for every family we serve.
Whether you're considering life insurance and final expense options, exploring our innovative debt action plans, or seeking guidance on funeral planning, we are here to provide expert advice and personalized solutions. Secure your legacy, ease your financial burdens, and embrace your later years with confidence.
Discover our range of services designed with your unique financial journey in mind. From safeguarding futures with insurance to charting paths out of debt, we're here to guide you every step of the way.
Secure your family's future with our comprehensive Life Insurance and Final Expense Insurance plans.
We'll help ensure your final wishes are honored while relieving your family of unexpected costs and stress.
A BLP allow you to allocate existing funds to help cover expenses your family is likely to incur in the months following your passing.
We offer a reliable and tax-advantaged way to ensure a stable income stream during your retirement years.
Our innovative plans help you use life insurance as a tool to eliminate or reduce your debt.
Discover how Square One Financial Group transforms lives with our expert financial guidance and services.
Client
I had a fantastic experience with Square One's annuity solutions. Their team guided me through the process, helping me choose the right plan for my retirement goals. Their funeral funding plan was thorough and gave us comfort in knowing our needs in the future are taken care of.
Client
Square One Financial Group listened to my needs and provided a great policy. Their debt action plans are innovative, helping me pay off debts faster while saving for the future. A reliable and trustworthy financial partner!
Client
I'm incredibly satisfied with Square One's life insurance offerings. They tailored a policy to my specific needs, providing comprehensive coverage for my family. Their annuity expertise ensured a stable income for my retirement years. Knowledgeable and amazing customer service!
Client
I wasn't sure about pre-planning my own funeral. However, after talking with Mark at Square One Financial Group, I realized just how important and easy it would be. Mark's guidance helped me understand the benefits of planning ahead and alleviated my concerns about the process.
Client
I was previously unfamiliar with beneficiary liquidity plans. After a discussion with Square One Financial Group, I recognized it as an appropriate choice for me and my family, especially considering our need for financial stability. I would recommend them to anyone seeking guidance.
Client
Find the coverage you need from carriers you trust. We've partnered with Ethos to help our clients get up to $2M in life insurance the easy way. With no medical exam and just a few health and lifestyle questions, Ethos approves up to 95% of applicants in about 10 minutes through their 100% online application.
If you're not quite ready to begin the application process or you need personalized financial guidance, reach out now for a free consultation!
800-PRE-PLAN
preplan@squareonefinancialgroup.com
5011 Gate Parkway
Building 100, Suite 100
Jacksonville, FL 32256
M - F | 10:00 AM - 6:00 PM
Weekends by Appointment
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Square One Financial Group
We firmly believe that the internet should be available and accessible to anyone, and are committed to providing a website that is accessible to the widest possible audience, regardless of circumstance and ability.
To fulfill this, we aim to adhere as strictly as possible to the World Wide Web Consortium’s (W3C) Web Content Accessibility Guidelines 2.1 (WCAG 2.1) at the AA level. These guidelines explain how to make web content accessible to people with a wide array of disabilities. Complying with those guidelines helps us ensure that the website is accessible to all people: blind people, people with motor impairments, visual impairment, cognitive disabilities, and more.
This website utilizes various technologies that are meant to make it as accessible as possible at all times. We utilize an accessibility interface that allows persons with specific disabilities to adjust the website’s UI (user interface) and design it to their personal needs.
Additionally, the website utilizes an AI-based application that runs in the background and optimizes its accessibility level constantly. This application remediates the website’s HTML, adapts Its functionality and behavior for screen-readers used by the blind users, and for keyboard functions used by individuals with motor impairments.
If you’ve found a malfunction or have ideas for improvement, we’ll be happy to hear from you. You can reach out to the website’s operators by using the following email
Our website implements the ARIA attributes (Accessible Rich Internet Applications) technique, alongside various different behavioral changes, to ensure blind users visiting with screen-readers are able to read, comprehend, and enjoy the website’s functions. As soon as a user with a screen-reader enters your site, they immediately receive a prompt to enter the Screen-Reader Profile so they can browse and operate your site effectively. Here’s how our website covers some of the most important screen-reader requirements, alongside console screenshots of code examples:
Screen-reader optimization: we run a background process that learns the website’s components from top to bottom, to ensure ongoing compliance even when updating the website. In this process, we provide screen-readers with meaningful data using the ARIA set of attributes. For example, we provide accurate form labels; descriptions for actionable icons (social media icons, search icons, cart icons, etc.); validation guidance for form inputs; element roles such as buttons, menus, modal dialogues (popups), and others. Additionally, the background process scans all of the website’s images and provides an accurate and meaningful image-object-recognition-based description as an ALT (alternate text) tag for images that are not described. It will also extract texts that are embedded within the image, using an OCR (optical character recognition) technology. To turn on screen-reader adjustments at any time, users need only to press the Alt+1 keyboard combination. Screen-reader users also get automatic announcements to turn the Screen-reader mode on as soon as they enter the website.
These adjustments are compatible with all popular screen readers, including JAWS and NVDA.
Keyboard navigation optimization: The background process also adjusts the website’s HTML, and adds various behaviors using JavaScript code to make the website operable by the keyboard. This includes the ability to navigate the website using the Tab and Shift+Tab keys, operate dropdowns with the arrow keys, close them with Esc, trigger buttons and links using the Enter key, navigate between radio and checkbox elements using the arrow keys, and fill them in with the Spacebar or Enter key.Additionally, keyboard users will find quick-navigation and content-skip menus, available at any time by clicking Alt+1, or as the first elements of the site while navigating with the keyboard. The background process also handles triggered popups by moving the keyboard focus towards them as soon as they appear, and not allow the focus drift outside of it.
Users can also use shortcuts such as “M” (menus), “H” (headings), “F” (forms), “B” (buttons), and “G” (graphics) to jump to specific elements.
We aim to support the widest array of browsers and assistive technologies as possible, so our users can choose the best fitting tools for them, with as few limitations as possible. Therefore, we have worked very hard to be able to support all major systems that comprise over 95% of the user market share including Google Chrome, Mozilla Firefox, Apple Safari, Opera and Microsoft Edge, JAWS and NVDA (screen readers), both for Windows and for MAC users.
Despite our very best efforts to allow anybody to adjust the website to their needs, there may still be pages or sections that are not fully accessible, are in the process of becoming accessible, or are lacking an adequate technological solution to make them accessible. Still, we are continually improving our accessibility, adding, updating and improving its options and features, and developing and adopting new technologies. All this is meant to reach the optimal level of accessibility, following technological advancements. For any assistance, please reach out to
Square One Financial Group's approach to life insurance is exceptional. They understood my needs and provided a policy that's perfect for my family.