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

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This Office

1845 Precinct Line Rd Ste 101 Hurst, TX 76054-3109 Phone: (817) 228-4737