GET TO KNOW OUR COMPREHENSIVE

SERVICES

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THE SEMMAX WAY

Every Step of the Way

Our goal is to give you time, respect and guidance every time you visit us. From your very first thoughts of retiring, to creating a full retirement plan and on to all the moments you’ll have in retirement, we’ll be there for you. A kind, professional team by your side with connected customer service and a holistic approach whenever you need us through every challenge and every milestone ahead.

YOUR FIRST VISITS – DISCOVERY AND DECISIONS

We hear your story and where you want to go in retirement. You meet the team that is ready to work for you.

THE NEXT VISITS – OPTIONS AND STRATEGIES

We analyze your situation and develop options and strategies for your current and retirement goals.

OUR ONGOING VISITS – MONITORING AND ADJUSTMENTS

As you live your financial plan, we’re here to address any new questions, concerns or life changes.

Our Ethos

TEAM FOCUS

At Semmax, you don’t just have a financial advisor, you have an entire team of financial professionals walking with you on your journey to and through retirement. We are driven by a team mentality that allows us to give every one of our clients personal attention and an expertly guided plan toward their retirement dreams.

We not only work together with our team of professionals, we consider you a part of the team as well. Our advisors will never offer you one-size-fits-all financial advice, because we know that no two retirements look the same. As a part of the team, you are in the driver’s seat as we map the path to your perfect retirement.

LEARN MORE ABOUT

OUR FULL MENU OF SERVICES

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

Retirement Planning

To reach your retirement goals, you need a good retirement savings and income plan. Will you live frugally so you can leave behind some money for your family, or will you choose to spend every dollar you’ve worked so hard to earn?

Annuities

Annuities can be a reliable method of planning for your retirement. But for many people, the particulars of an annuity can be unknown. We aim to strip away the complex facts and figures and help you understand the basics of your annuity choices, along with the potential pros and cons of each product.

Wealth Management

Professionally managed by the team at Semmax Financial Group, we take pride in working to give sound advice to our clients for goals of financial flexibility and security. As an independent wealth management company, we act as a client’s advocate in offering wealth management advice.

Retirement Income Strategies

Unlike the working years, where you’ve likely drawn a regular paycheck, at retirement, it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

Legacy Planning

You must carefully consider your estate goals and wishes – and plan accordingly. To protect both your loved one and your legacy, we apply a careful review of your intended goals, your assets and your options.

Semmax Tax

Founded in 2004 as the third component of Semmax Financial Group, Semmax Tax, Inc. addresses the need for integrated tax planning for clients, including annual returns and long-term tax-efficient strategies.

Click here to download the Tax Year 2025 Checklist.

Life Insurance

Who needs life insurance? Why should someone consider buying it? What types do what? Our life insurance professionals will help you find the best life insurance options for your specific situation.

401(k) & IRA

Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you.