“I can always rely on Shannon & Associates to provide my clients with solid, absolutely dependable advice and service in the complex estate tax and estate planning arena. You will never regret calling on the experts at Shannon & Associates to handle your estate tax issues, whether it is preparing an estate tax return, dealing with complicated planning strategies, or implementing your estate plan. Shannon & Associates has earned my unqualified endorsement.”
- Bob Pittman, Attorney at Law
Law Offices of Robert C. Pitman

Wealth Management & Financial Planning

To round out our accounting and tax services, we also offer comprehensive financial planning and investment advisory services via a partnership between our affiliate S&A Wealth Management, LLC and the Kendrick Group.

The Kendrick Group is an independent registered investment advisory firm founded by Eric Kendrick, CFP. Eric shares our “Disciplined Asset Allocation” approach and he personally oversees the portfolio of each account under his management. Together the partnership is known as SA-KG Advisors.

When you choose to manage your wealth with SA-KG Advisors, we’ll help you define your investment goals, then determine an asset allocation mix that strives to meet those goals and a disciplined course to follow.

Shannon and Associates. Helping you plan for tomorrow’s financial future without taking away from today’s.

Learn more about KG Advisors at their Web site: www.kgadvisors.com.

Shannon & Associates is committed to your success.