About Us

 

Wes Shannon, CFP®

Wes 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, he 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 has a bachelors of business administration from the University of North Texas majoring in Financial Planning. In addition to being a Certified Financial Planner™ Professional, Wes is a Life Underwriters Training Council Fellow (LUTCF). Wes is an active member of the DFW chapter of the Financial Planning Association.

Wes enjoys the outdoors participating in backpacking, hunting, 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. As Wes would say, “I love good story telling, thats 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 your dreams.

 

 

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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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