LGBTQ Certified Financial Planner™ – Dallas, Texas
Design Your Ideal Retirement
Peace of Mind in Retirement Starts with a Plan
When to retire. It’s one of the biggest decisions you will ever make. But we ask a deeper question.
What will you retire to?
We are living longer and healthier lives. Research shows that a retirement filled with purpose and passion can be much more satisfying than just…retiring for the sake of retiring.
The new retirement can include career reinvention, recreation, relaxation, and so much more!
We help 50+ women, couples, and LGBTQ professionals create a plan for their ideal retirement.
Discover the answers to your retirement questions
WHEN CAN I RETIRE?
HOW MUCH WILL I NEED?
HOW LONG WILL MY MONEY LAST?
HOW DO I CREATE A RETIREMENT PAYCHECK?
HOW SHOULD MY RETIREMENT ASSETS BE INVESTED?
WHEN SHOULD I CLAIM SOCIAL SECURITY?
About Stephanie Sammons, CFP®
Hi, I’m Stephanie Sammons. I’m an LGBTQ Certified Financial Planner™ and Wealth Manager with more than 25 years of experience guiding 50+ professionals to and through retirement.
My focus is on serving women, couples, and LGBTQ professionals who are in their 50s, 60s, and 70s.
I am passionate about helping my clients plan and manage their financial lives throughout their retirement years.
As a retirement specialist, my expertise is in helping my clients plan for their “second half” journey, reduce taxes, and invest smarter to and through retirement.
Sammons Wealth Management is a boutique advisory firm founded on the core values of diversity, equity, and inclusion. Our clients are progressive, forward-thinking, and open-minded.
Sammons Wealth Management is based in Dallas, Texas and we serve clients nationwide.
Sammons Wealth Management Office Location
12720 Hillcrest Rd. – Suite 600 Dallas – TX 75230