Getting Started
Our experienced professionals have helped many people just like you pursue their financial objectives.
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Our Advantage
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Our 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
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
View all calculators
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Retirement Redefined
Around the country, attitudes about retirement are shifting.