Industries Served » Individuals
Services for Individuals
Peter Shannon & Co. provides tax and financial planning, estate services, retirement planning, gifting and wealth planning assistance to many individuals, including young, working couples; individuals in mid-life building their careers and wealth and planning for retirement; and retired couples focused on gifting and estate planning. Many but not all of these individuals are the owners or former owners of businesses, which also rely on Peter Shannon & Co.’s solutions for success.
Peter Shannon & Co. offers a wide variety of financial advisory services that address your needs as you transition through life.
- Tax planning a projections
- Succession planning
- Wealth planning
- Investment advisory services
- Retirement planning
- Gift planning
- Education expense planning
- Estate planning
- Preparation of returns for income tax, trusts, gifts & estates
- Representation before the IRS
- Preparation of personal financial statements
- Financial settlements in separation & divorce