“Sometimes it doesn’t matter how much, but when?

Wes Shannon, Investopedia

our experience  |  our mission  |  our philosophy

About Wes Shannon, CFP®

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 believes his niche is working with business owners. Over the years he has worked best with small business people especially with 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 Advisers (NAPFA) and a member DFW chapter of the Financial Planning Association (FPA).

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. Wes says, “I love good story telling, 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.

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