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Certified Financial Planner for 50+ Professionals in Dallas Texas
We help professionals who are 50+ plan for retirement, reduce taxes, and invest smarter. We serve women, couples, and the LGBTQ community nationwide.
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Portfolio and Investment Management | Sammons Wealth Management
Our retirement and portfolio management process.
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Retirement, Financial, and Investing Insights for Women and LGBTQ Professionals.
Certified Financial Planner™ Stephanie Sammons shares valuable insights on planning for retirement, reducing taxes, and investing smarter for 50+ professionals.
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Women are Facing a New Retirement Reality | Sammons Wealth Management
By the year 2030, women will control as much as two-thirds of the nation’s wealth, experts estimate. Currently, women control $11.2 trillion (39%) of investable assets in the United States, according ...
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Our Pricing | Sammons Wealth Management
Pricing for Retirement Planning and Portfolio Management Services
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3 Uncommon Strategies for Weathering a Market Storm | Sammons Wealth Management
You may be wondering why I would bring up the possibility of a market storm while in the midst of a decade-long bull market! The markets do have their seasons, and that includes frequent storms. Altho...