Jacob Proulx

Experience

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  MJB Home Finance

  May 2003 - Oct 2014

  Sr. Loan Officer

  I helped my clients understand how to use their home as a wealth building tool and not just a place to live in. There are many different types of mortgages out there but all of them have advantages and disadvantages. Most people would say that by paying off your home the fastest way possible saves themselves money. However what they fail to see is what that same money could have done for them if they had saved it in wise strategies that never lose when the market goes down. By utilizing the Financial tax breaks there are better ways to pay off your home that is much safer for my clients and their families. I help them understand today's challenges and put a plan together for them that helps to alleviate the financial roadblocks that could derail their savings. Show less

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  JMB Financial Services, LLC

  Jan 2008 - now

  I am passionate about helping my clients take control of their Financial Future. I help my clients minimize and often times eliminate stock market crashes while reducing their Income Taxes in retirement. I love seeing my clients live worry free in retirement. No worries about the stock market crashes wiping out their retirement nest egg. No worries about outliving their money. No worries about future tax increases. This is the retirement that they were destined to have.Specializing In:- 401K Rollover- IRA Rollover- Tax Free Retirement- Eliminating Stock Market Downturns- Never Outliving Your Money In Retirement- Financial Tax Avoidance- College Planning- Early Retirement- Retirement Planning- Saving for Retirement- Estate Planning GuidanceEmail: JacobProulx@JMBFinancialServices.netOffice: (253) 987 - 7823 Show less There is a not so well known concept about saving money inside of properly structured Insurance contracts that have your money growing tax deferred with the money coming out Tax Free. I help my clients learn about these Tax Free Financial strategies. All of the strategies are not at risk in the stock market with great potential for strong financial gains. You are tied to the stock market but your money is never at risk in the stock market. With our country at $23 TRILLION in debt taxes will be going up! I help my clients lower their tax burdens with my strategies. You need to deal with someone that is well versed with the tax laws for these strategies. I am here to guide my clients to the best options that meet their current and future financial needs. Show less

  • Retirement Planning Engineer

    Jan 2008 - now

  • Tax Free Retirement Specialist

    Jan 2008 - now
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  JMB Financial Services LLC

  Jan 2008 - now

  There are many different types of Financial asset classes out there. I provide my clients with guidance to know what asset classes are working for them and which are working against them. You see there are rules to the financial ballgame that you probably don't know about. I bring in my expertise to help my clients uncover under performing assets and optimize them for overall wealth creation and protection. You simply don't know what you don't know and it is my job to make sure you start to learn what you don't know for a better financial future. Show less The worst thing you could do to your family is not understanding the risks of not planning for Estate Taxes. I have seen families get wiped out of everything their family has worked so hard for do to Estate taxes. Simple planning is all that is needed to mitigate these risks. We provide our clients with the Financial strategies that help to protect their families hard work. You don't know what you don't know so make sure you have help understanding the rules of the Financial Ball game so you don't get hurt financially. Show less

  • Asset Optimization Strategist

    Jan 2008 - now

  • Stock Market Risk Eliminator

    Jan 2008 - now

  • Estate Planning Consultant

    Jan 2008 - now