SJK Financial Planning

SJK Financial Planning

1 employee
7 years in business

About this pro

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 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.

Being an important part of my client's lives.  Seeing people reach their financial goals and enjoy life.

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Hurst, TX 76054
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What is your typical process for working with a new customer?

The first meeting is free and the purpose is to determine if I can be of any assistance and if you want to work with me.

After the first meeting if we agree to proceed, I have the client sign a contract and we begin to gather information and setup accounts if needed.  

A comprehensive financial plan can take 2 to 4 weeks depending a lot upon the documents collection.

What education and/or training do you have that relates to your work?

I have a bachelors in Business Administration majoring in Risk Management, Insurance, and Financial Services from the University of North Texas.

I am a certified financial planner professional™ by the CFP Board of Standards.

Services offered