Thank you for your interest in Sammons Wealth Management!
Prior to scheduling an introductory call we first ask that you answer a few questions for us below. This allows us to gain a better understanding of your current financial situation and determine if we are a good fit for your financial planning and wealth management needs.
At this time we have limited capacity and are only able to talk with potential clients who meet our minimum asset threshold of $1M+.
Once we have reviewed your questionnaire, we will reach out to schedule your introductory call with Stephanie Sammons, CFP®. Thank you!
Note: This is a secure form. The information is not publicly available. We also do not ask for sensitive personal data such as date of birth, account details, etc.
Intro Call Questionnaire
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