Create an Achievable Plan for Your Ideal Retirement.
Retirement planning and investment management for independent women, couples, and LGBTQ professionals in midlife.Create an Achievable Plan for Your Ideal Retirement.
Retirement planning and investment management for independent women, couples, and LGBTQ professionals in midlife.
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About Stephanie Sammons, CFP®
Founder & CEO
Hi there, I’m Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ and Investment Advisor with more than 25 years of experience guiding my clients to and through retirement.
The majority of my clients are women, couples, and LGBTQ professionals in midlife with retirement as their primary goal.
Many of my clients have come to me when going through a transition such as retirement, career change, midlife marriage/divorce, receiving an inheritance, or selling a business. Others simply wanted to work with a fiduciary financial advisor they can relate to and who shares similar values.
My mission is to help you create an achievable plan for your ideal retirement, align your financial actions and assets with your goals, and support you along your journey.
Sammons Wealth Management is based in Dallas, Texas but 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!
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 (Reality)
Here we review all of your financial 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 your unique retirement plan and align your financial assets and actions with your ideal retirement vision.
Professional Affiliations
