Square One distinguishes itself through a unique blend of over 20 years of combined expertise in the financial, insurance, and funeral industries. Our founders, Mark J. Collins and Jason Woodard, left the corporate world to establish a compassionate approach, prioritizing families and community education. We actively engage in community events, free seminars, and initiatives such as food and coat drives, ensuring genuine care and a commitment to helping families make informed financial decisions.
A free consultation with Square One Financial Group is a personalized experience. We delve into your financial goals, provide detailed insights into our range of services, and discuss tailored solutions that align with your needs. Whether in person, remote, or through video, our consultations are comprehensive discussions aimed at securing your financial future.
Square One Financial Group primarily serves individuals and families looking for financial peace of mind. We can also help businesses with tailored policies, including insurance coverage in case of the loss of a business partner or crucial employee.
Yes, we offer versatile services to meet your preferences. Clients can choose between in-person consultations at our office in Jacksonville, Florida; in-home visits; or remote services via video conferencing. Our commitment to flexibility ensures that you can engage with us in a way that works best for you.
Square One distinguishes itself through a unique blend of over 20 years of combined expertise in the financial, insurance, and funeral industries. Our founders, Mark J. Collins and Jason Woodard, left the corporate world to establish a compassionate approach, prioritizing families and community education. We actively engage in community events, free seminars, and initiatives such as food and coat drives, ensuring genuine care and a commitment to helping families make informed financial decisions.
A free consultation with Square One Financial Group is a personalized experience. We delve into your financial goals, provide detailed insights into our range of services, and discuss tailored solutions that align with your needs. Whether in person, remote, or through video, our consultations are comprehensive discussions aimed at securing your financial future.
Square One Financial Group primarily serves individuals and families looking for financial peace of mind. We can also help businesses with tailored policies, including insurance coverage in case of the loss of a business partner or crucial employee.
Yes, we offer versatile services to meet your preferences. Clients can choose between in-person consultations in our office in Jacksonville, Florida; in home visits; or remote services via video conferencing. Our commitment to flexibility ensures that you can engage with us in a way that works best for you.
While we are based in Jacksonville, FL, with a focus on serving our local Northeast Florida community, Square One Financial Group also provides remote services, ensuring accessibility for clients across a broader geographical scope. We are currently licensed in 31 states plus the District of Columbia:
Our expert team guides you in making financially sound decisions, potentially saving you thousands of dollars. Our services include life insurance and final expense insurance coverage, debt management, retirement planning, and funeral funding. Our strategies are designed to reduce unnecessary expenses and enhance your financial well-being.
Our services are designed to empower you with the knowledge and tools needed for smart, intentional financial planning and save you money. By partnering with Square One Financial Group, you'll gain a comprehensive understanding of how strategic financial decisions can positively impact your life.
Yes, we are licensed to sell insurance and annuities. Our team at Square One Financial Group comprises certified notary public professionals, ensuring that you receive expert advice and services from qualified individuals in the financial industry. Feel free to reach out for more detailed information or to schedule a free consultation.
While we are based in Jacksonville, Florida, with a focus on serving our local Northeast Florida community, Square One Financial Group also provides remote services, ensuring accessibility for clients across a broader geographical scope. We are currently licensed in 31 states plus the District of Columbia:
Our expert team guides you in making financially sound decisions, potentially saving you thousands of dollars. Our services include life insurance and final expense insurance coverage, debt management, retirement planning, and funeral funding. Our strategies are designed to reduce unnecessary expenses and enhance your financial well-being.
Our services are designed to empower you with the knowledge and tools needed for smart, intentional financial planning and save you money. By partnering with Square One Financial Group, you'll gain a comprehensive understanding of how strategic financial decisions can positively impact your life.
Yes, we are licensed to sell insurance and annuities. Our team at Square One Financial Group comprises certified notary public professionals, ensuring that you receive expert advice and services from qualified individuals in the financial industry. Feel free to reach out for more detailed information or to schedule a free consultation.
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
Have questions or ready to embark on your financial journey? Our dedicated team is here to assist. Connect with us today and take the first step towards a brighter tomorrow.
866-65-QUOTE
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.