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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

Understanding ETFs: Building Blocks of Modern Investing

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

Buying a Home

Buying a Home

A look at what you need to think about when buying a home.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

 

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

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Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Inflation & Retirement

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

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Rightsizing for Retirement

What does your home really cost?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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