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Jay Explains Our Free Retirement Audit Process
Free Retirement Audit
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ARE YOU CONCERNED ABOUT:
Running out of money?
Enjoying comfort in retirement?
Longterm healthcare costs?
The right housing plan?
Inflation?
Investment risk?
1. Fee & Cost Report
2. Portfolio Test
3. Tax Analysis
4. Budget Analysis
5. Tailored Income Strategies
336-856-0080
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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.