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


“Know who you should trust!”


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Three Simple Financial Maxims

Spend a little, Save a little, and Give a little.

Spend a little – live within your means. My old boss, Jack Norris, use to say “It is not the high cost of living that is a problem but the cost of living high”. Track where you spend your money. There are several programs available out there for free to help track your expenses. Part of a comprehensive financial plan is developing a household budget. Contact us for help and advice.

Save a little – pay yourself first is the best way to accomplish long-term savings. Have a systematic way of saving either through a payroll deduction or an automatic sweep from your bank account. Just saving $1 or two for every 10 dollars you make will change your life. Again, contact us and we will help you set up a long-term savings program.

Give a little – to those you love or the causes you love. When you give others your time, talents, and treasure you feel better. Make giving automatic just as you would savings. Most churches and charitable organizations will set up automatic giving through your bank account or charge cards. Strategies for giving can be an important part of retirement planning and estate planning. Talk to us about how this might be of benefit to you and your favorite organization.

Spend a little, Save a little, and Give a little..

Wes Shannon, CFP®





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