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For Your Future.
For Your Family.
For Your Retirement.
Because you have a lot more to manage than just your wealth, affluent individuals and families often need strategic guidance and advice to capitalize on opportunities to preserve, grow, and transfer wealth.
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Wealth Planning
At Sigmon Wealth Management, your personal wealth advisor, supported by a qualified team of financial specialists, will work closely with you to develop a comprehensive wealth accumulation and preservation plan. We begin with an extensive evaluation of your present financial status, identifying problem areas, and determining your needs and goals. Managing wealth is our business. We know how to deliver integrated plans and seamless services covering an array of capabilities from retirement and estate planning to investment management and trust services.
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Estate Planning
Establishing an estate plan, as part of your comprehensive wealth plan, can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the multigenerational needs of children and grandchildren. We offer the following estate planning services:
- Coordinate with your attorney to implement your estate plan from beginning to end
- Retitle assets to reduce or eliminate estate taxes
- Retitle your assets to avoid probate
- Periodic estate planning reviews
| Risk Management
Our risk management team will evaluate your non-financial risks, such as umbrella coverage, long-term care coverage, life coverage, and medical coverage to be sure the unexpected does not become an obstacle to your future plans.
Tax Planning
Our tax planning team will provide proactive tax planning through our network of CPA's or work with your existing tax advisor to develop and implement strategies, allowing you to pay less in income taxes.
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Trust Services
We provide access to comprehensive trust services customized to meet your individual needs through The Private Trust Company, N.A., an affiliate of LPL Financial. From Revocable Trusts and Charitable Remainder Trusts to Irrevocable Life Insurance Trusts, The Private Trust Company, N.A., provides the following services:
- Administration
- Tax Impacts/Reporting
- Compliance Matters
- Fiduciary Accountability
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Business Planning
Our business professionals will consult with you to evaluate or establish employee retirement plans, executive compensation and business buy-sell/ continuity strategies, and explore how we can best meet your needs.
| The specialists at Sigmon Wealth Management have the background and knowledge to help arrange the details that will affect your financial future, leaving you the time to pursue your passions whether it's playing golf, traveling, or nurturing grandchildren. Embracing life is your job. Reaching your financial goals is ours.
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For a free consultation, contact
Sigmon Wealth Management today at
(405) 329-3444 or toll-free at (800) 860-3149.
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Securities offered through LPL Financial
Member FINRA/SIPC
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