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
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?