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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 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 Us
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Learn when it may not make sense to file a claim on your home insurance.
Five phases to changing unhealthy behaviors.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
It's important to make sure your retirement strategy anticipates health-care expenses.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
For women, retirement strategy is a long race. It’s helpful to know the route.
It’s never a bad time to speak with your financial professional about changes in your situation.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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.
Around the country, attitudes about retirement are shifting.