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IT'S YOUR LIFE. IT'S YOUR STORY. WE LISTEN.
Our Process
Our History
Our Values

Where Do You Want Your Future Financial Roadmap to Take You?

Bringing Your Entire Picture Together, One Piece at a Time

Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.

At Jacqueline L. Powell & Associates, Inc., we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you’re not just a number or portfolio. You are our priority and we have built our firm around helping you plan your financial future. Contact us today to get started.

A Family Love Letter: The Letter for Which Your Family Will Thank You

If something were to happen to you, what your loved ones will need in a time of confusion. Let us help you complete your Family Love Letter - A tool that provides vital information for your loved ones in the event of death or incapacity.


Our Process
Our History

Our Services

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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“Specializing in the needs of individuals and families in transition due to death, divorce, corporate downsizing and retirement.© ”

Designed for you

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the picture to become whole. We utilize our comprehensive approach to help put those missing pieces together. 

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"The purpose of life is to discover your gift. The work of life is to develop it. The meaning of life is to give your gift away." ~Pablo Picasso

Take control and learn about where your money can go today

It’s Your Life. It’s Your Story. We Listen.

 

Retirement

 

Estate

 

Lifestyle

 

Insurance

Client Centered

Client Centered

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. It's your life. It's your story. We listen.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. 

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