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.