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
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.