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Planning for retirement comes with important decisions. Are you confident in your financial strategy or concerned about market volatility, rising taxes, or ensuring your income lasts? At Semmax, our CERTIFIED FINANCIAL PLANNER^® (CFP^®) professionals provide clear, tailored financial guidance to help you confidently navigate your retirement.

Insights customized to your retirement goals—no obligation.

Customized

The CERTIFIED FINANCIAL PLANNER™ (CFP^®) certification is the standard of excellence for the financial planning profession. All CFP^® professionals commit to the CFP Board that they will comply with the CFP Board’s Code of Ethics and Standards of Conduct. This helps give clients confidence they’re partnering with a financial advisor who will put them on the path to a secure future.

We prioritize your privacy. Your personal information is confidential and used solely by Semmax for your retirement planning and wealth management journey. We do not share your information with any third parties. Click here to read our Privacy Policy.

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.

Why a Discovery Call? Valuable, Insightful, and Pressure-Free.

Expertise

Speak with CERTIFIED FINANCIAL PLANNER^® (CFP^®) professionals.

Clarity

Understand your financial future in a relaxed conversation.

Comprehensive

Discover how tax, investment, and estate planning work together.

Experienced

Benefit from 21+ years of trusted retirement planning expertise.

Confidence

Whether for a second opinion or new plan, retire with confidence.

A discovery call is a casual, no-pressure conversation aimed at helping you explore your retirement options. It’s a chance for you to discuss your goals, ask questions, and learn how our advisors can assist with your financial future—free of any obligation.

"Let’s discuss your financial future and identify opportunities to strengthen your retirement plan." - Matt Landon, CFP^®, CEO, Semmax Financial Group

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General Questions About the Discovery Call

What is a Discovery Call?

A Discovery Call is a no-obligation phone conversation where we discuss your financial goals and explore potential solutions tailored to your retirement needs.

How long does the call last?

The call typically lasts between 15 to 30 minutes, depending on your questions and financial situation.

What topics will we discuss?

We’ll cover key areas such as retirement income planning, investment strategies, tax concepts, and legacy planning—tailored to your specific concerns.

Who will I be speaking with?

You will speak with one of our CERTIFIED FINANCIAL PLANNER™ (CFP^®) professionals who specialize in retirement planning and wealth management.

Do I need to prepare anything for the call?

No formal preparation is needed, but it helps to think about your retirement goals, financial concerns, and any questions you may have.

Will I be pressured into making a decision?

No. This is an informational conversation to help you explore your options—there’s no commitment or obligation.

I already have a financial advisor—should I still schedule a call?

Many clients seek a second opinion to ensure they’re making informed decisions about their retirement and financial future.

What happens after the Discovery Call?

If we determine that our services align with your needs, we can schedule a follow-up meeting for a deeper discussion. Otherwise, you’ll walk away with valuable insights.

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Get Answers to Your Retirement Plan Questions with a No-Obligation Discovery Call

Our Legacy of Trust

Semmax, founded by Jay Tyner, RFC^®, and led by Matt Landon, CFP^®, has built a legacy of trust and expertise in retirement planning. With a deep commitment to serving the community, we help retirees and pre-retirees confidently secure their financial futures.