Wes Shannon

CFP®, LUTCF
Retirement, Investing, Small Business
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“Wes has 32 years of experience in the financial services field, and is the founder of SJK Financial Planning, an independent registered investment advisory firm, fee-only practice.”
Firm:

SJK Financial Planning, L.L.C.

Job Title:

Managing Partner

Biography:

Wes started his career as an insurance agent for his family’s independent insurance agency in Fort Worth, Texas, where he was born and raised. He owned several businesses over the years in the financial services and other industries.  

After working decades in the insurance and financial services industry, Wes eventually left the insurance field to commit to financial planning and investment advising. Wes founded SJK Financial Planning, where SJK represents the initials of his children. 

Wes graduated with a  bachelor's degree in 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 also an active member of the DFW chapter of the Financial Planning Association.

In his personal life, Wes has raised three children and seen them through college. He has been active in church, school, and professional organizations all his life. 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.

 

Education:

BA, Risk Management, Insurance, & Financial Services, The University of North Texas

Assets Under Management:

$12 million

Fee Structure:

Fee-Only
Asset-Based

CRD Number:

1673397

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    Debt, Stocks
When Chapter 11 is dismissed and the company is closed out, can the creditors pursue the shareholders for payment?
100% of people found this answer helpful

I'm a little confused by the word "dismissed" are you meaning discharged? If the Chapter 11 petition was granted and the debts of the company were discharged then there is no recourse to the individual shareholders. Now, if the shareholders committed fraud or some other crime, you may be able to sue them but you will only collect if you win your lawsuit. Another scenario, if any of the shareholders personally guaranteed a debt then they will be liable personally.

August 2016
    Personal Finance
What are the most common issues you see in your client's finances?
100% of people found this answer helpful
March 2017
    Tax Deductions / Credits
Can I receive a vehicle depreciation deduction on my taxes?
100% of people found this answer helpful
March 2017
    Career / Compensation
Would a non-profit company have any reason to give a W-9 to a recently hired employee?
100% of people found this answer helpful
March 2017
    Investing, Life Insurance
What am I missing when an agent tells me I have a guarantee of zero loss with an IUL?
100% of people found this answer helpful
March 2017