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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.