Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more benefits to our clients.
Welcome to Sigmon Pilkington 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 Us
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Here's a breakdown of how the federal government spends your tax money.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
It's important to understand the pros and cons when considering a prepaid debit card.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know how to set up your financial goals for success? This knight does.
How does your ideal retirement differ from reality, and what can we do to better align the two?
If you died, what would happen to your email archives, social profiles and online accounts?
With alternative investments, it’s critical to sort through the complexity.