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Make Your Vision for Retirement a Reality

In-depth financial planning and wealth management for women, couples, and LGBTQ professionals in midlife.

Make Your Vision for Retirement a Reality

In-depth financial planning and wealth management for women, couples, and LGBTQ professionals in midlife. 

Who We Serve

 

Although our clients come from all walks of life, we focus on serving professionals who have accumulated investment assets of $1M+ and are within 5 to 15 years of retirement

The GROW Financial Planning™ Process

A process focused on retirement, tax, and investment planning that aligns with your life goals and personal values.

{GROW} Goals. Resources. Opportunities. Way Forward.

1)Your Goals

The retirement lifestyle you desire begins with a vision. We start by defining your values and goals to map out your ideal retirement vision.

2)Your Resources

Here we review all of your financial assets and resources to determine where you now vs your vision for retirement, and what gaps may exist.

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3)Your Opportunities

Next we evaluate your options and possibilities for retirement and consider the key financial actions to help you achieve your vision.

4)A Way Forward

We develop and implement your unique retirement plan and investment strategy that is aligned with your ideal retirement vision.  

About Stephanie Sammons, CFP®

Founder & CEO

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.

I focus on helping successful professionals plan and manage their wealth through their “second-half” life journey.  

Many of my clients have come to me when going through a life transition such as retirement, career change, divorce, receiving an inheritance, widowhood, and/or selling a business. Others have simply chosen to work with a fiduciary, fee-only financial advisor they can relate to and who shares similar values.

Sammons Wealth Management is based in Dallas, Texas. We serve clients across the United States and are not limited by geography. Our client account custodian is TD Ameritrade Institutional.

Schedule an introductory call with me and let’s talk about your unique vision for retirement.

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Professional Affiliations

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

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