OUR COMPREHENSIVE
SERVICES
Our comprehensive suite of financial services is designed to help you achieve your unique goals and secure your financial future with personalized strategies.
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 VISIT - DISCOVERY
We begin by understanding your unique financial situation, goals, and dreams. This discovery phase allows us to learn about your values, risk tolerance, and what truly matters to you as we start building your personalized financial roadmap.
THE NEXT VISITS - OPTIONS AND STRATEGIES
Armed with insights from our discovery session, we present tailored strategies and options designed specifically for your situation. We'll walk through various scenarios, explain the benefits and trade-offs, and work together to select the best path forward for your financial future.
OUR ONGOING VISITS - MONITORING AND ADJUSTMENTS
Your financial plan is a living document that evolves with your life. Through regular check-ins, we monitor your progress, review performance, and make necessary adjustments to keep you on track toward your goals as your circumstances and the market environment change.
OUR ETHOS AND
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.
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.