SJK Financial Planning LLC 2833 Crockett Street, Fort Worth, TX 76107
About the Business
SJK Financial Planning LLC is a finance institution located at 2833 Crockett Street, Fort Worth, Texas, United States. We specialize in helping individuals and organizations navigate their financial future. The Brazos River, which has been celebrated in American culture, holds a special significance in our history. Legends of its name trace back to Spanish conquistador Francisco Vázquez de Coronado and his team, who named it "Los Brazos de Dios" (The Arms of God) as they found relief from thirst in its waters. Just like the Brazos River guides those in need, we at SJK Financial Planning LLC are here to guide you towards a secure financial future.
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Location & Phone number
2833 Crockett St Ste 102, Fort Worth, TX 76107, United States
Reviews
"Wes is a knowledgeable and caring advisor and can highly recommend him."
"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."
"Wes with SJK Financial Planning is beyond helpful and full of knowledge. He was patient and kind through our phone call, which was much appreciated since I tend to have lots of questions."
"Wes is a trustworthy man that will listen to your needs and then build a financial solution that meets them. He takes the time to explain things in a way that is understandable and does not push financial products that are not a fit for your personal portfolio"
"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."
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Accounting Solutions
- Beneficiary Designations
- Business Succession Planning
- Business Tax Returns
- College Savings Plans
- Estate Planning
- Estate Settlement Services
- Family Office Services
- Financial Advisory Services
- Financial Peace Of Mind
- Financial Planning Services
- Generational Wealth Management
- Individual Retirement Accounts
- Individualized Financial Solutions
- Inheritance Management
- Inherited Ira Distribution
- Insurance Policies
- Investment Advice
- Investment Portfolio Management
- Investment Research
- Legacy Estate Planning
- Long Term Care Insurance
- Long Term Care Planning
- Retirement Account Rollovers
- Retirement Income Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- Small Business Financial Planning
- Small Business Loans
- Tax Consulting
- Tax Planning
- Wealth Management
- Wealth Transfer Planning
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