Financial Planning

Where are you today and where do you want to be in the future?

Plan for your success with the experienced advisors at Concannon Miller. We work closely with you to develop a plan structured around your goals and built with the advice of your investment advisors, attorneys, and insurance agents. The key to our value is managing these aspects while incorporating the impact of tax considerations.

Our financial planning services include:

  • Compiling personal financial statements
  • Assessing retirement and employee benefit plans
  • Assessing life insurance needs and coverage
  • Planning business succession
  • Analyzing tax strategies
  • Projecting tax liabilities
  • Structuring executive compensation
  • Restructuring mortgages and loans
  • Accounting for investments
  • Developing savings plans
  • Assisting in valuing business interests
  • Assessing divorce and separation situations
  • Assessing medical and disability contingencies
  • Reviewing charitable goals
  • Projecting college education needs and funding
  • Projecting living expenses
  • Projecting investment earnings
  • Planning gifting programs

Concannon, Miller & Co. does not provide investment advice and is not a registered investment advisor. However, we are happy to refer you to our affiliate Concannon Wealth Management.

ConcannonWealthLogo