Peter Shannon & Co. provides tax and retirement planning, gifting and wealth planning assistance to many individuals, including young, working couples; individuals in mid-life building their careers; 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 advisory services that address your needs as you transition through life.

This is just a few of the ways we can help individuals:

  • Tax planning
  • Retirement planning
  • Gift planning
  • Education expense planning
  • Estate planning
  • Preparation of returns for income tax and trusts

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