Thanks to partnerships with S&A Wealth Management,
LLC and the Kendrick Group,
our accounting and tax services come full circle with the added benefits of
comprehensive financial planning and investment advisory services.
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.