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Peace of Mind in Retirement Starts Here.

Smart Retirement Planning for 50+ professionals

 

 

Schedule an Introductory Call

Peace of Mind in Retirement Starts Here.

Smart Retirement Planning for 50+ professionals

 

 

Schedule an Introductory Call
Stephanie Sammons, CFP®
Stephanie Sammons Top 100 Financial Advisor Investopedia

Stephanie Sammons, CFP®

Founder/CEO | Sammons Wealth Management

I’m Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ and Wealth Manager with more than 25 years of experience guiding my clients to and through retirement.

At Sammons Wealth Management, we are passionate about helping our clients realize their ideal retirement experience. Although our clients come from all walks of life, we focus on serving women and LGBTQ professionals who are 50+. 

We really enjoy going deep to understand your unique vision for retirement. How do you want to spend your time in retirement? What and who do you value most? Where do you want to live and travel? What are your greatest fears and concerns? 

Our goal is to help you align your wealth with your goals and values throughout your retirement journey.

Sammons Wealth Management is based in Dallas, Texas. However, we serve clients nationwide and are not limited by geography. Our client account custodian are TD Ameritrade Institutional and Schwab.

GROW Retirement Planning™

A Retirement Planning Process Built for Peace of Mind.

Most people have a vision for their ideal retirement but lack a concrete (yet flexible) plan. Through the G.R.O.W. Retirement Planning Process, you will always know where you are, where you’re going, and how to stay on track.

1)Goals

The retirement lifestyle you desire begins with your vision. We will start by defining your values, goals, and dreams to create your ideal retirement vision.

2)Resources

We will organize and review all of your financial savings, assets, and income sources to determine your retirement foundation. 

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3)Opportunities

We will evaluate the feasibility of your retirement vision and consider the opportunities and trade-offs that align with your vision.

4)Way Forward

We will work with you to implement your retirement vision through ongoing planning and portfolio management. 

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Professional Affiliations

Stephanie Sammons, Certified Financial Planner and NAPFA Member
Stephanie Sammons, Dallas Certified Financial Planner

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