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    JMB Financial Services Seminars

    At JMB Financial Services, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as tax minimization and asset protection. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

    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.

    Our Calendar of Events

    July 26, 6:00 pm
    Anthony's Homeport Restaurant
    421 South 227th Street
    Des Moines, WA 98198

    July 28, 6:00 pm
    ​Anthony's Homeport Restaurant
    421 South 227th Street
    Des Moines, WA 98198

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    JMB Financial Services
    Jacob Proulx
    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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    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

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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.