Stephanie Sammons, CFP® Sammons Wealth Management

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About Stephanie Sammons, CFP®

I’m Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ and Investment Manager with more than 25 years of experience guiding my clients to and through retirement.

The majority of my clients are independent women, couples, and LGBTQ professionals in midlife who are high-income earners with retirement as their primary goal.

Many of my clients have come to me when going through a transition such as retirement, a career change, midlife marriage/divorce, receiving an inheritance, or selling a business. Others simply wanted to work with a fiduciary financial advisor who shares their values.

My mission is to help you create an achievable plan for your ideal retirement, align your financial actions and assets with your goals, and help you manage your wealth along life’s ever-changing journey.

To learn more about what it would be like for us to work together, visit https://sammonswealth.com and schedule a no-obligation, introductory call.

I also invite you to listen and subscribe to my weekly podcast, The Retirement Money Gal™! On this show you will gain valuable money tips on planning for your retirement, minimizing your taxes, and investing wisely. I also share insights and speak with special guests on personal growth, work-life, and well-being. My mission is simple; I want to teach you how to retire smart, secure, and happy while living your best midlife today!

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Recently Published

Year-End Tax Planning Tips for Women Professionals (2020 Edition)

December 10, 2020

Show Notes for this Episode: 2020 is one of those years where we could be on the verge of major tax changes next year and in future years. Unfortunately, we won’t know more about this until 2021. I don’t like to speculate or make bets on what could happen. It’s best to go with what […]

The post Year-End Tax Planning Tips for Women Professionals (2020 Edition) appeared first on Retirement Money Gal.

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Q&A: How to Invest a Lump Sum

December 4, 2020

This week I tackle a listener question; how to invest a lump sum. With markets at an all time high, should you invest all at one time, or spread out your investment in installments?

The post Q&A: How to Invest a Lump Sum appeared first on Retirement Money Gal.

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The Ins and Outs of Medicare with Danielle Roberts

November 20, 2020

Medicare expert and bestselling author Danielle Roberts shares what you need to know about Medicare and mistakes to avoid.

The post The Ins and Outs of Medicare with Danielle Roberts appeared first on Retirement Money Gal.

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Ideal Clients

  • LGBTQ Women
  • Mid-Career Professionals
  • Women Professionals

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $5000/engagement
  • Assets Under Management: 1.00%

SEC Records

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