Wes Shannon

CFP®

SJK Financial Planning, L.L.C.

Certified Financial Planner

I can work with clients anywhere!

Wes Shannon

CFP®

SJK Financial Planning, L.L.C.

Certified Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Wes Shannon, CFP®

Fee-Only financial planner located in the Fort Worth/Dallas, Texas metropolitan area, serving clients locally and across the country

Wes Shannon is a Dallas / Fort Worh, TX fee-only financial planner serving clients locally and across the country. SJK Financial Planning, L.L.C. provides comprehensive and objective financial planning, investment management, and pension advisory services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Wes Shannon is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Wes Shannon is a native of Fort Worth, TX where he started his career as an insurance agent for his family’s independent insurance agency.

After working decades in the insurance and financial services industry, Wes left insurance to do full-time financial planning and investment advising. Wes is the founder of SJK Financial Planning (SJK are the initials of Wes’ children). Wes specializes in working with business owners. Over the years he has worked with many small business people especially helping them retire, or as Wes will  say setting up the “End Game” for their business.

This may mean selling, passing on to another generation, or just closing the business and walking away with a lot of money. Wes has a Bachelor of Business Administration from the University of North Texas majoring in Financial Planning. Wes is a Certified Financial Planning Professional™. Wes is an active member of the National Association of Personal Financial Advisors (NAPFA) and a member DFW chapter of the Financial Planning Association (FPA) as well as the XY Planning Network. 

Wes enjoys the outdoors participating in golf, hiking, fishing, canoeing, and camping. He likes to cook, garden and read. He has a passion for old movies and is a Turner Classic Movie fan. Wes says, “I love good storytelling, that’s what I look for in old movies”. Expect Wes to listen to your story and dreams; then work in a sincere manner to help you reach those dreams.

Wes Shannon is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

SJK Financial Planning, L.L.C.

... is a registered investment adviser helping individuals, businesses, and charitable organizations to plan and manage their money.

We help people with many of the following:

     •   Rolling over 401(k) from previous employers
     •   Planning for retirement (determining what is “Your Number”)
     •   Creating budgets
     •   Making financial statements
     •   College planning (how to save and pay for college costs)
     •   Tax planning
     •   Deciding where to invest retirement savings
     •   Picking investments in a 401(k), 403(b), or other retirement plans
     •   Insurance reviews
     •   Estate planning (see that your property and money go to the people you choose)
     •   Trusts (when to create a trust and how to manage a trust)
     •   Social Security planning
     •   Retirement planning (how to invest and spend retirement money)
     •   Roth and regular IRA’s
     •   Setting up a plan to be a Millionaire

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Small Business Valuations
  • Estate Planning

Ideal Clients

  • Business Owners and Executives
  • Retirees and Near Retirees
  • Growing Families
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Wes Shannon is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Wes Shannon is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Wes Shannon is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Financial Planning Association
    Wes Shannon is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Wes Shannon

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Office Locations:

  • 2833 Crockett St.
    Suite 102
    Fort Worth, TX 76107

Wes Shannon, CFP

Published on May 17, 2017

Introduction video for Investopedia.com

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