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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  • Wes Shannon, CFP
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    College Tuition, Debt, 401(k)
Should I max out my 401(k) contributions or make principal payments on student loan debt?
100% of people found this answer helpful

I would suggest maxing the 401(k) over paying additional principal on the student loans.  Before doing either you should develop an emergancy fund of 3 months worth of living expenses.

July 2018
    Investing, Stocks
Can I buy and sell the same stock many times in one day?
100% of people found this answer helpful
June 2018
    Retirement, Investing, Asset Allocation, Choosing an Advisor
Should I use annuities as a temporary investment?
100% of people found this answer helpful
last month
    Choosing an Advisor
How can I verify that my advisor is a fiduciary?
100% of people found this answer helpful
May 2018
    Retirement, Asset Allocation, Choosing an Advisor, Insurance, Life Insurance
Is a cash value life insurance policy a good idea for me?
100% of people found this answer helpful
July 2018