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Where do you want to go? We'll get there, together. 

Welcome, we are Inheritance Planning Group, LLC located at 2350 North Forest Road in Getzville, NY. At Inheritance Planning Group, LLC we understand that individuals and businesses face unique challenges as they prepare for retirement and beyond. We can help take the mystery out of preparing you for today as well as for your wishes for tomorrow. Whether your goal is effectively leaving an inheritance, charitable giving, retirement planning, or business succession, our personalized service focuses on your needs, wants, financial goals and objectives.

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Your Process

Your Process

We create strategies that are tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

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Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

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