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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

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

 

Glossary of Scam Terms

A helpful glossary of current scams.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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Comparing Mortgage Terms

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

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Saving for College 101

Here's a crash course on saving for college.

4 Elements of an Estate Strategy

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

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