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WEALTH PLANNING. Accumulation. Preservation. CHARTING the Course... To Financial FREEDOM.
Sigmon Daknis Wealth Management

Getting Started

 

Our experienced professionals have helped many people just like you pursue their financial objectives.

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Sigmon Daknis Wealth Management

Our Advantage

 

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Sigmon Daknis Wealth Management

Our Team

 

Our team approach offers a range of services to provide more benefits to our clients.

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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.

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Helpful Content

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

How Boomers and Millennials Differ

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

 

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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