JMB Financial Services LLC

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Introduction: We take a holistic approach to retirement and income planning. It doesn't matter how much income you have in retirement but rather how much you have to spend after taxes. We show our clients how they can get more net spendable income in retirement by an average of 20%. 95% of the financial services industry has no concept of what I teach my clients and the 5% that do, don't know how to structure it correctly per the IRS codes. We truly enjoy the planning process. Helping our clients not only increase their income in retirement but guaranteeing that they will not outlive their income. We enjoy the satisfaction of knowing that we helped our clients protect their families from life's uncertainties.

Overview

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2 employees

16 years in business

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and value.

Exceptional 5.0

5 reviews

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Debbie B.

Apr 7, 2018

Most professional and extremely helpful

Yolanda And Pete H.

Mar 29, 2018

Best financial experience we ever had. So happy we decided to go with Jacob Proulx.

Maureen And Michael B.

Mar 29, 2018

Jacob is also compassionate and patient, taking so much time to teach us about the concepts and process, and reviewing with us when we had questions even years later. Thank you, Jacob!

Seth W.

Mar 29, 2018

Working with Jacob of JMB Financial Services has been an extremely helpful and pleasant experience. His knowledge and ability to explain complex ideas and products in a clear and concise way has been invaluable. His approach to the markets and financial advice is a welcome breath of fresh air, compared to traditional retirement advisors.

Harold H.

Mar 29, 2018

To anybody looking for a financial/retirement professional: I cannot imaging a better person to work with towards my retirement goals. I found Mr. Proulx by accident, but it has paid off. You will find JMB to be: #1 - Concerned. He is careful and provides a detailed plan. His sensitivity and adaptability to my plans is amazing. #2 - Innovated. He provides plans that are not widely known or presented. I look forward to a tax-free retirement! #3 - Going the extra mile. Mr. Proulx has meet with my lawyer to co-ordinate issues with my Safe Harbor Trust and other issues. Simply have a one-on-one meeting with Jacob Proulx and you will be convinced ... there is no better investment counselor at any price. Harold & Megan Hawken Renton, WA

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Jacob Proulx

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We do a complimentary consultation to get to know you to make sure that we can help you meet and achieve your goals. The companies that we work with pay us directly so that all of our clients money goes to work for them, sometimes they even get a bonus paid to them from the companies that we work with.
What is your typical process for working with a new customer?
We like to sit down or do a phone consultation to see what you are trying to achieve both short and long term. Then we do an analysis for you to show you how we can help you achieve your goals.
What education and/or training do you have that relates to your work?
As a former Electrical Engineer I love solving problems. Math and facts have always been my strong suit. I have been through extensive training in all different types of advanced financial strategies. If I don't have the answer my group of advanced professionals will get together and research any problem or concept and come up with a solution.