JMB Financial Services is committed to protecting yourself and your family from financial vulnerability. The team at JMB Financial Services is dedicated to helping every client achieve financial security throughout retirement. They specialize in generating strong gains without having the risk of stock market volatility.
Each client at JMB Financial Services receives comprehensive advise on protection from life's uncertainties. They provide solutions to the unpredictability of economic turmoil, high tax rates, and low interest rates. It is JMB Financial Services' goal to help every client achieve the retirement they deserve.
Each client at JMB Financial Services receives comprehensive advise on protection from life's uncertainties. They provide solutions to the unpredictability of economic turmoil, high tax rates, and low interest rates. It is JMB Financial Services' goal to help every client achieve the retirement they deserve.
Services
JMB Financial Services is an independent financial advisory firm building brighter financial futures for individuals, families, and businesses.
Whether it's providing peace of mind when planning for retirement or educating business owners on tax saving measures, our mission is clear: provide the most comprehensive and unbiased information on wealth building strategies which allow each client to make clear and confident decisions; enabling them to achieve their short, and long-term financial objectives.
Whether it's providing peace of mind when planning for retirement or educating business owners on tax saving measures, our mission is clear: provide the most comprehensive and unbiased information on wealth building strategies which allow each client to make clear and confident decisions; enabling them to achieve their short, and long-term financial objectives.
As the Senior Financial Consultant at JMB Financial Services, Jacob Proulx entered the financial services industry to help protect clients' hard-earned money while giving as little as possible back to Uncle Sam. His main focus is to use sound financial strategies to minimize income taxes while protecting clients' assets from stock market downturns.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How much in taxes do you want to pay in retirement? If you own any qualified accounts such as 401(k)s or IRAs, you are already heading toward a substantial tax bill coming due once you start using those retirement accounts for income. You may be heavily invested in stocks as they approach retirement which could result in large losses to your investments.
The historic volatility combined with the limited availability of traditional retirement income sources, such as defined benefit pension plans, has placed a greater responsibility on Americans savings for their future.
Whether your long-term objective is to build a source of guaranteed lifetime income, save for a specific retirement goal, or leave a legacy for your loved ones, JMB Financial Services can help by offering annuities with benefits designed to meet your retirement needs.A fixed index annuity is a contract between you and an insurance company that may help you reach your long-term financial goals.
Whether your long-term objective is to build a source of guaranteed lifetime income, save for a specific retirement goal, or leave a legacy for your loved ones, JMB Financial Services can help by offering annuities with benefits designed to meet your retirement needs.A fixed index annuity is a contract between you and an insurance company that may help you reach your long-term financial goals.
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