Welcome to Money in Midlife™
I’m Stephanie Sammons, a Certified Financial Planner™ and Wealth Manager based in Dallas, Texas and serving clients nationwide. I help independent women, business professionals, and members of the LGBTQ community who are in “midlife” clarify their financial goals and take charge of their wealth.
Midlife is that period between age 45 and 65 when we are typically in our peak earning years and thinking about what retirement is going to look like for us.
During midlife, it’s time to get your financial house in order and map out your unique retirement vision. That’s where I help. I have more than 20 years of experience guiding my clients to and through retirement.
Retirement is no longer a life phase where you slow down and eventually pass on. It can be an exciting time for reinvention, recreation, and even reeducation!
Some of the issues you may be concerned with in midlife are:
- envisioning what you want your retirement years to look like
- organizing and gaining more control over your financial life
- determining when you can realistically retire
- making sure you will have enough money to retire comfortably
- focusing more on well-being so you can enjoy your wealth for years to come
- caring for aging parents or managing a new inheritance
- navigating a major life transition such as new marriage/divorce or career change
From developing your Personal Wealth Roadmap™ toward retirement and providing ongoing guidance, management, and support, I can help you clarify your financial goals in midlife so that you can achieve them.
Interested in talking further with me about your goals and concerns? Click the button below to complete a short questionnaire and schedule a complimentary 30 minute introductory call.
If we end up working together, you can expect total authenticity, confidentiality, and transparency. I also offer a flexible Fee-Only structure (no commissions or products here) with pricing based on the complexity of your situation.
Who I Help
Although my clients come from many walks of life, I focus on serving the following people:
Executives and Managers
Business Owners
Independent Women
Women in Transition
LGBTQ Professionals
LGBTQ Couples and Families
Stephanie Sammons, CFP®
Founder/CEO
When it Comes to Your Wealth, Experience Matters.
Stephanie Sammons, CFP®, is founder/CEO of Sammons Wealth Management and a veteran financial advisor. As a former senior manager at both Merrill Lynch and UBS, she has been serving high net worth clients for more than 20 years.
Sammons Wealth Management is an independent, fiduciary and fee-only advisory firm. This means that we take a fiduciary oath to put the best interests of our clients first and our financial advice is 100% objective.
As a fee-only advisor, we do not sell financial products, charge commissions or accept referral fees. We offer our clients a flexible service model where pricing is completely transparent and based on the complexity of your situation. (Our services are most suitable for clients who have $500k or more in investable assets)
Although we are based in Dallas, Texas, we serve clients nationwide. Our client assets are held at TD Ameritrade, a respected partner to independent advisors and one which aligns with our fiduciary values.
Partnerships and Affiliations
