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Jay Explains Our Free Retirement Audit Process

Free Retirement Audit
(an $800 value!)

Complete the form below to request your free Retirement Audit, or give us a call at 336-856-0080.


  • Running out of money?
  • Enjoying comfort in retirement?
  • Longterm healthcare costs?
  • The right housing plan?
  • Inflation?
  • Investment risk?
Call today for a Free Retirement Analysis
1. Fee & Cost Report
2. Portfolio Test
3. Tax Analysis
4. Budget Analysis
5. Tailored Income Strategies


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Advisory services offered through Semmax Financial Advisors, Inc. a Registered Investment Advisory firm. Insurance products and services offered through Semmax, Inc. Tax services offered through Semmax Tax, Inc.