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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

Should I Accept a Free Credit Lock?

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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How Long Will My Savings Last If I Become Disabled?

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

Comparing Mortgage Terms

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

Social Security Tax Estimator

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

The Power of 401k Catch-Ups

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

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Global and International Funds

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

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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