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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 Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

 

Whole Life Insurance Can Be an Essential Piece of Your Retir

You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Infographic: 2019 Taxes by the Numbers

Here are the official tax numbers for 2019.

Top Tips for a Retirement Tailgate

The majority of U.S. workers retire at age 63. Do you want to leave the game earlier? Or play longer?

Tips to Create a More Effective and Efficient Virtual Team

March 2020 brought with it a tidal wave of unforeseen changes — to both our workforce and economy. Ready or not, a huge number of businesses had to pivot quickly to a 100% work-from-home model to keep their employees safe and their operations moving.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

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