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We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more benefits to our clients.
Welcome to Sigmon Pilkington Wealth Management
We provide comprehensive financial planning and independent investment advice to individuals, families and businesses. As behavioral investment advisors, we work with our clients to help avoid common yet damaging mistakes many investors make without a trusted advisor by their side. Together we'll work to organize, manage and monitor your financial affairs over a lifetime relationship based on competent, caring advice and personalized service.Contact Us
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Building Your Legacy
A four-step framework for building a personal legacy.
Five phases to changing unhealthy behaviors.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Retirees traveling abroad need to know that their health insurance travels with them.
It sounds simple, but paying yourself first can really pay off.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How do the markets usually react to elections? Was the 2016 election any different?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
You’ve made investments your whole life. Work with us to help make the most of them.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”