About Us

Serving Northeast Florida & Beyond

Putting Your Family First in Every Financial Decision

In a world where the significance of financial decisions amplifies with age, Square One Financial understands the necessity for an empathetic, people-centric approach. Our founders, Mark J. Collins and Jason M. Woodard, collectively bring over 25 years of expertise from the financial, insurance, and funeral industries. Having witnessed profit-driven motives and misdirection in the corporate funeral sector, they recognized a crucial need for change. Square One Financial Group arose from their desire to lead an agency with authenticity, compassion, and care, where the best interest of clients and their families is paramount.

Based in Jacksonville, Florida, Square One Financial Group offers in-person and remote financial planning services to clients in Northeast Florida and beyond, ensuring our expertise is employed to genuinely help those in need. At Square One Financial Group, we take immense pride in our work, shaping a compassionate and supportive environment where families find the understanding, education, and assistance they deserve to successfully navigate their financial future.

Compassionate Expertise

With over 25 years of combined experience in the financial, insurance, and funeral industries, we understand the complexities of financial decisions and guide you with empathy and expertise, ensuring your family's well-being is our top priority.

Personalized Support

Whether you prefer in-person consultations or remote assistance, we provide expert, hands-on guidance. We take the time to truly understand your situation and craft a plan to save you from the burden of unnecessary expenses.

Lasting Solutions

We are committed to honesty, integrity, and genuine care in every interaction. Our mission is to guide you toward a secure and fulfilling future, empowering you with the knowledge to make informed choices that lead to lasting financial stability.

Our Network of Reliable Insurance Partners

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

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.

Brandon O.

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.

John M.

Client

0 %

Of adults feel they don’t have adequate life insurance.

0 %

Cash out their retirement early, incurring unnecessary penalties and fees.

$ 0

Is the average cost of a funeral in the United States.

0 %

Of Americans would struggle to cover an unexpected $400 expense.

We've Got You Covered

With Square One Financial Group, There's A Better Way

Whether you're seeking life insurance, optimizing your retirement, managing debts, or planning for your final expenses, we're here for you every step of the way. Let Square One Financial provide the personalized solutions you need to empower your financial future. Reach out today for a free, zero-obligation consultation and we'll walk you through your options.