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 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 UsHelpful Content
How Income Taxes Work
A quick look at how federal income taxes work.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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When Markets React
When markets shift, experienced investors stick to their strategy.
Surprises
Making the most of surprises is a great reason to work with us.
The Business Cycle
How will you weather the ups and downs of the business cycle?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?