Create an Achievable Plan for Your Ideal Retirement.
Comprehensive financial planning and portfolio management for professionals.Create an Achievable Plan for Your Ideal Retirement.
Comprehensive financial planning and portfolio management for professionals.
Who We Serve
Although our clients come from all walks of life, we focus on serving high-earning professionals who are 45+ with assets over $750k+ and retirement as their primary goal.
Women Professionals
LGBTQ Professionals
Executives and Managers
Physicians and Attorneys
The GROW Retirement Planning™ Process
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)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.
3)Your Opportunites
Next we evaluate your options and possibilities for retirement and consider the key financial actions to help you achieve your vision.
4)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
Hi there, I’m Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor with more than 25 years of experience guiding my clients to and through retirement.
I help successful professionals plan and navigate their “second-half” journey in life.
My mission is to help you create an achievable plan for your ideal retirement, align your financial actions and assets with your goals, and help you manage your wealth to and through retirement.
Many of my clients have come to me when going through a transition such as retirement, career change, midlife marriage/divorce, inheritance, or selling a business. Others simply chose to work with a fiduciary financial advisor they can relate to and who shares similar values.
Sammons Wealth Management is based in Dallas, Texas. We serve clients across the U.S. 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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