Create a Plan to Achieve Your Ideal Retirement Lifestyle.
Retirement planning for women and LGBTQ professionals who are 50+.Create a Plan to Achieve Your Ideal Retirement Lifestyle.
Retirement planning for women and LGBTQ professionals who are 50+.
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Who We Serve
Although we would love to help everyone retire comfortably, we do our best work with women and LGBTQ professionals who are within 5 to 15 years of retirement.
Women Professionals
LGBTQ Singles/Couples
Women in Transition
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.
About Stephanie Sammons, CFP®
Founder & CEO
As an experienced CERTIFIED FINANCIAL PLANNER™ and Investment Manager, I’ve been guiding women and LGBTQ professionals to and through retirement for more than 20 years.
The majority of clients I work with are high income earners who are corporate professionals, professional services providers, or business owners within 5 to 15 years from retirement.
I help my clients create a vision for their ideal retirement and implement a strategy for living out that vision.
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!
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