Although our clients come from all walks of life, we focus on serving women professionals who have accumulated investment assets of $750k+ and have retirement as their primary goal. A process focused on retirement, tax, and investment planning that aligns with your goals and values. Here we review all of your financial assets and resources to determine where you now vs your vision for retirement, and what gaps may exist.
Next we evaluate your options and possibilities for retirement and consider the key financial actions to help you achieve your vision. We develop and implement your unique retirement plan and investment strategy that is aligned with your ideal retirement vision. Hi there, I'm Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER and Wealth Manager with more than 25 years of experience guiding my clients to and through retirement.
Next we evaluate your options and possibilities for retirement and consider the key financial actions to help you achieve your vision. We develop and implement your unique retirement plan and investment strategy that is aligned with your ideal retirement vision. Hi there, I'm Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER and Wealth Manager with more than 25 years of experience guiding my clients to and through retirement.
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Hi there, I'm Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER and Wealth Manager with more than 25 years of experience in guiding my clients to and through retirement. I founded my firm, Sammons Wealth Management LLC, after many years of working for large brokerage firms. I wanted to become an independent, fiduciary, fee-only advisor so that I could offer my clients unbiased financial advice and guidance.
You can schedule an introductory call with me below. To ensure that we will be a good fit for working together, my clients are typically high-earning professionals who have accumulated investment assets and retirement savings of $750k+. Please select the "Introductory Call" option below. Once your introductory call is scheduled, you will be redirected to a short confidential questionnaire that will help me learn more about you prior to the call.
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