Individuals
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
