Wes Shannon (CFP)

Wes Shannon focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Divorce Planning
  • Entrepreneurs

Planning Specialties

Small business owners are my specialty and make up about 40% of my practice.  My father was a small business owner and I am a business owner so I relate well to the lifestyle, problems, and rewards to being self-employed.  I enjoy setting up retirement plans and continuity plans for small businesses.  Go to my website and download my eBook "The End Game" to learn more about what I do for business owners.

NAPFA Start Date

August 14, 2017


This Office

2833 Crockett Street Ste. 102 Fort Worth, TX 76107 Phone: (817) 228-4737