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Proulx Family Financial

73 Princeton St. Suite 312
North Chelmsford, MA 01863

Phone:

978-256-7910

Fax:

978-256-2478

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Describes how Roth accounts can generate tax-free retirement income.

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Explores how investment strategy changes once retirement begins.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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This calculator is designed to help you attach a dollar figure to your life’s work.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck