Need help with finances? We specialize in providing financial planning and investment management services to business owners and individuals. SJK Financial planning is operated by a registered investment advisor. We have been in the financial services industry since 1987. Paying 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 bank transfer. Live within your means. Track where you spend your money. Part of a comprehensive financial plan is developing a household budget and sticking to it.
Have a systematic way of saving, either through a payroll deduction or an automatic bank transfer. Live within your means. Track where you spend your money. Part of a comprehensive financial plan is developing a household budget and sticking to it.
Services
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 specializes in working with business owners. Over the years he has worked with many small business people especially helping them retire, or as Wes will say setting up the "End Game" for their business.
We are financial "concierges" for our clients. We not only develop and manage investments; we also become the "go-to" guys for our clients when they need any type of business and financial services. Over the years we have helped clients find bank financing, real estate services, insurance, mortgages, business valuations, employee retirement plans, vehicle services, college planning, perform cost analysis, and a host of other needs.
A comprehensive financial plan is a process of gathering information, establishing goals, and creating a way to achieve the goals. Our plans are an online interactive computer model available to the client. This model provides, net worth, budgeting, cash flow analysis, investment review, insurance, estate planning, retirement planning, taxation projections, Social Security analysis, Medicare planning, and much more.
Managing your investments include portfolio design, re-balancing, and cash management for additions or withdrawals. Our service is non-discretionary, so you know where and what your investments are doing. We do not use "cookie cutter" portfolio allocations. Each of our clients have a portfolio individually designed around their needs and goals.
As a specialist for small business owners, we help setup retirement plans such as 401(k)'s, profit sharing plans, defined benefit plans, non-qualified deferred compensation plans, SEP's, and all other employer sponsored retirement plans. We also service existing retirement plans and advise on changes to current plans.
Reviews (6)
David Murray
Dec 15, 2021
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Michael Giannetti
Dec 10, 2021
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Lindsey Kirchner
Mar 27, 2021
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Greg Graham
Mar 19, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I thought I could handle my on financial future. With Wes he is not only your planner but a partner to help with ideas and goals, all included in his fees. When we talk there is no clock only concern in our goals. He is amazing and very professional. Highly recommend a conversation.
I thought I could handle my on financial future. With Wes he is not only your planner but a partner to help with ideas and goals, all included in his fees. When we talk there is no clock only concern in our goals. He is amazing and very professional. Highly recommend a conversation.
Morris Smith
Oct 10, 2019
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Ali Crocker
Jan 16, 2019
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Wes Shannon is one of the most trusted financial planners in the DFW area. He offers multiple different options for his clients to accomplish their goals. He actually works for the client instead of working for commission. Wes listens to each of his clients and will patiently work with them to get them where they want to be.
