Work with Stephanie Sammons, CFP®
If you’re like most of my clients, you are a successful professional in midlife at the peak of your career. You are very busy working hard, trying to balance your life, and probably thinking about how, when, and where you want to retire.
You’re also most likely paying too much in taxes and your financial life has become much more complex.
For nearly 25 years I’ve provided trusted guidance to executives, managers, professionals and business owners. I partner with my clients to help them plan, organize, and manage their complex financial lives to achieve their long-term “life” goals.
My firm’s Total Wealth Management solution is most suitable for clients who have mid to high six figure incomes, higher taxes, complex compensation and/or employee benefits, and have accumulated minimum investable assets of $500k.
If this sounds like you, schedule an introductory call with me here, or read on!
Dedicated to Planning-based Wealth Management
Many financial advisors say that they do financial planning, but in reality, they don’t. Most are interested in managing your investment portfolio minus the context of a financial plan. Why? Because it’s time consuming and it’s hard.
The truth is, a financial advisor can’t possibly know how to prudently direct your financial assets and actions without a roadmap that considers all of your goals, dreams, values, concerns, and financial resources!
I am a CERTIFIED FINANCIAL PLANNER™ first and foremost who delivers planning-based wealth management to my clients.
Real financial and retirement planning takes into account your money AND your life.
The core objective of my investment process is to help you achieve your goals with the least amount of risk possible. I’ve been doing this for a long time and have seen the best and worst of the economy and global markets.
Although there can be some difficult “seasons” to endure with getting you to your goals, my goal is to have you positioned in a portfolio you can stick with through all the ups and downs!
We will design your investment portfolio by considering your entire financial picture and long-term plan with a keen focus on high quality funds, global diversification, low internal fund expenses, and tax-efficient management.
Independent Fiduciary and Fee-Only
As a Fee-Only Fiduciary Registered Investment Advisor, my Total Wealth Management solution includes comprehensive financial planning and investment management. My fee structure is based on a percentage of assets under management. As a Fee-Only financial advisor, I do not charge commissions, sell products, or accept referral fees from third parties.
Sammons Wealth Management client assets are held at TD Ameritrade Institutional, an established and reputable custodian that aligns with my firm’s mission and values.
Schedule an introductory call with me below: