“Our experience with Shannon has been stellar. From the start, they jumped in and got involved and made the transition very easy. They have worked with us through standard accounting functions such as taxes and the review of financial statements. In addition, I recently hired them to recruit for our CFO position and I was very pleased with their process. As a result of their efforts, I was able to hire a CFO with the level of experience and expertise that I needed for my business - they have exceeded my expectations and I consider them trusted advisors for my business.”
- Marlaine McCauley, President
Apex Facility Resources, Inc.

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.