Farmers

Sammons Wealth Management, founded by Certified Financial Planner Stephanie Sammons, specializes in guiding midlife professionals, particularly high-income LGBTQ individuals, independent women, and couples, toward achieving their ideal retirement. With over 30 years of experience, the firm offers personalized financial planning, investment management, and tax minimization strategies tailored to clients within 5 to 15 years of retirement who have accumulated $1 million or more in savings. This boutique advisory firm is committed to providing dedicated service as a fiduciary, ensuring that clients receive customized planning without the pressure of product sales or third-party fees. Sammons Wealth Management focuses on aligning clients' wealth with their unique retirement goals, supporting them through the complexities of financial life to achieve peace of mind and live their best lives. Generated from the website

Fetterman Investments is a prominent investment firm based in Dallas, TX, known for its strategic approach to asset management and investment opportunities. The firm is dedicated to delivering tailored financial solutions that cater to the unique needs of its diverse clientele. With a team of experienced professionals, Fetterman Investments focuses on identifying high-potential investments while maintaining a commitment to integrity and excellence. They strive to build long-term partnerships with their clients, fostering trust and collaboration in the investment process. Generated from the website