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    Our Firm

    Founded in 2008, JMB Financial Services’ mission is to help create sound retirement income strategies for people in or nearing retirement while reducing their income tax liabilities so they can have confidence that their retirement income will last as long as they do.

    We proudly serve the greater Seattle area by offering the following services: retirement income strategies, annuities, life insurance, asset protection, tax minimization strategies and long-term care.

    Jacob Proulx | CEO, Co-Founder

    Jacob Proulx Financial Advisor

    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. A former Boeing electrical engineer, Jacob is skilled at solving complex problems and explaining the solutions in an easy-to-understand fashion.

    Jacob became passionate about becoming a financial professional in 2008 when he witnessed the stock market wipe out trillions of dollars in IRA and 401(k) accounts. As a problem solver, Jacob knew that not everyone lost a huge chunk in the stock market, so he went on a search to find out why not everyone was devastated. His search unveiled a few financial strategies that never lose capital when the stock market drops, and yet receive gains when the stock market rises.

    Jacob worked in the mortgage lending industry before entering the financial services industry in 2007. He has since helped multiple individuals and their families in the greater Seattle area build smart financial portfolios. He is licensed in life and disability insurance in the state of Washington and is a member of Missed Fortune Producer Group. He has been featured on local news affiliates of ABC, NBC, Fox and CBS News for his financial experience and trusted guidance.

    Away from the office, Jacob enjoys playing softball, pool and golf and spending time with his family. He resides in Bonney Lake with his wife and is the proud father of two sons and three dogs: two pugs and a lab.

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at JacobProulx@JMBFinancialServices.net or call us at 253-987-7823 today!

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

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    Retirement Kit

    Enter your information below to request this Kit including three separate guides that address several retirement topics.

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    Our main focus is to use sound financial strategies to minimize income taxes while protecting our clients assets from stock market downturns.
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    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.