Plan for Your Ideal Retirement Lifestyle.

Gain greater clarity and confidence in your financial future.
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Design Your Ideal Retirement Lifestyle 

Whether your retirement years will involve reinvention, recreation, relaxation, or all of the above, thoughtful financial planning can make your vision a reality.

Align your financial actions and assets today with your future retirement vision.

Gain greater clarity for when you can retire, how much you will need, and how long it will last.

Feel confident working with an experienced CFP® who specializes in retirement journeys.

Get help through major life transitions that happen along the road to retirement.

 

 

The Ideal Retirement Lifestyle Planning Process

A proven process for aligning your financial assets and actions of today with your ideal tomorrow. 

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STEP 1: Analyze your current financial situation, financial resources, goals, dreams, fears, and develop your unique Ideal Retirement Lifestyle™ vision.

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STEP 2: Create your personalized Ideal Retirement Lifestyle™ Plan to align your financial actions and assets with your current (and future) lifestyle goals.

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STEP 3: Provide ongoing guidance, expertise, management, support and coaching to help you move toward your Ideal Retirement Lifestyle™.

Proudly Serving the LGBTQ Community and Supporters 🏳️‍🌈

Although our clients come from all walks of life, we focus on serving LGBTQ individuals and couples nationwide.

Stephanie Sammons, CFP®

Stephanie Sammons, CFP®

Owner at Sammons Wealth Management

When it Comes to Your Retirement, Experience Matters. 

Hi, I’m Stephanie. I’m a CERTIFIED FINANCIAL PLANNER™ with more than two decades of experience guiding my clients to and through retirement.

Although my clients come from all walks of life, I focus on serving professionals and business owners in “midlife” who are 5-15 years from retirement.

I help guide my clients toward their Ideal Retirement Lifestyle™ so that they can gain greater clarity and confidence in their financial future. 
As a Fee-Only Registered Investment Advisor, I do not sell products or charge commissions. My services are best suited to those earning six-figure incomes with $500,000 or greater in investable assets. 

Partnerships and Affiliations

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

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