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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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Welcome To Square One Financial Group, LLC

Your Trusted Guide to a Secure and Fulfilling Future

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. 

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Years in the Financial/Funeral Industries

Licensed to Sell Insurance & Annuities

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States Served Plus the District of Columbia

Certified Notary Public
State of Florida

Our Expertise

Tailored Financial Solutions for a Secure Tomorrow

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.

Life Insurance & Final Expense Insurance

Secure your family's future with our comprehensive Life Insurance and Final Expense Insurance plans.

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Funeral Pre-Planning & Cemetery Funding

We'll help ensure your final wishes are honored while relieving your family of unexpected costs and stress.

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Annuities & Rollovers

We offer a reliable and tax-advantaged way to ensure a stable income stream during your retirement years.

Debt Action Plans

Our innovative plans help you use life insurance as a tool to eliminate or reduce your debt.

Testimonials

Hear Directly from Our Clients

Discover how Square One Financial Group transforms lives with our expert financial guidance and services.

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.

Federico R.

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.

Ryan S.

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!

Philip W.

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!

Keyla D.

Client

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Get Peace of Mind in Minutes With Ethos and Square One Financial Group

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!