Financial Planning

We offer financial planning and investment advisory services via a partnership between our affiliate SWA Wealth Management, LLC, and Long Term Capital Management. Thanks to our partnerships, our accounting and tax services come full circle with the added benefits of comprehensive financial planning and investment advisory services.

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.

Shannon & Associates is committed to your success.

CPAs and management consultants focused on helping you grow your business.