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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 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
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Use this handy calendar to remember the year’s most important financial dates.
Learn about the average American budget in this fun and interactive piece.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
This video discusses issues related to your retirement accounts when you move on from your job.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
What if instead of buying that vacation home, you invested the money?
Investors seeking world investments can choose between global and international funds. What's the difference?
When you retire, how will you treat your next chapter?
In life it often happens that the answers to our most pressing questions are right in our own backyards.