You are in
The Right Place
Welcome to our website. You are probably here as a result of a conversation with a friend or family member about financial worries.
First of all, we get it. We have helped hundreds of families to feel more confident about their retirement plans. Secondly, we are so honored that you have been referred to learn more about our financial firm. We have found that the types of people we are most effective at helping are friends with similar types of people. That's why when people come in, who have been referred to us by an existing client, we feel confident that our team can help them feel the same sense of empowerment and ease that we've been helping people feel for over two decades.
Who we help
Semmax is made up of a broad team of professionals who bring both experience and innovation in their collaborative approach to providing service to our clients. We can offer some help to anyone. But we can be of particular assistance to you if you are:
- Facing the loss of a loved one
- Undergoing a medical crisis
- Thinking about retiring early
- Concerned about running out of money
- Unsure about paying for long term care
- Interested in tax-efficient income planning or preserving assets
Our Services
With a team mission to help you focus “more on life and less on money,” the group comes together to offer a full approach to your retirement vision. We offer financial services “The Semmax Way.”
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