Make Your Vision for Retirement a Reality
Smart retirement planning and portfolio solutions for the 50+ LGBTQ Community.
Make Your Vision for Retirement a Reality
Smart retirement planning and portfolio solutions for the 50+ LGBTQ Community.
Stephanie Sammons, CFP®
Founder | Chief Planner and Portfolio Manager
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 LGBTQ individuals and couples plan, manage, and realize their ultimate retirement vision.
Many of our clients have come to us when going through a life transition such as retirement, inheritance, midlife marriage or divorce, loss of spouse/partner, or selling a business. Others have simply chosen to work with a fiduciary financial planning firm that shares similar values.
Sammons Wealth Management is based in Dallas, Texas. We serve our LGBTQ clients nationwide and are not limited by geography. Our client account custodian is TD Ameritrade Institutional.
Schedule an introductory call to determine if we are a good fit for working together!
GROW Retirement Planning™
A process focused on retirement, tax, and investment planning that aligns with your unique retirement vision.
{GROW} Goals. Resources. Opportunities. Way Forward.
1)Goals
What is your vision for retirement? We start by defining your life goals and values to clarify your ideal retirement vision.
2)Resources
Next we review your financial assets and income sources to determine where you stand today in light of your retirement vision.
3)Opportunities
Retirement is all about opportunities and trade-offs. We help you design your retirement vision roadmap around what matters most.
4)Way Forward
We develop your customized retirement plan and portfolio using cutting edge software tools that integrate and update in real-time.
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