Getting Started
Our experienced professionals have helped many people just like you pursue their financial objectives.
Learn MoreOur Advantage
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Learn MoreOur Team
Our team approach offers a range of services to provide more benefits to our clients.
Welcome to Sigmon 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 UsHelpful Content
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
View all articles
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
View all calculators
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.