Inheritance Planning Group, LLC
Your choice for Financial Services
Tailored Wealth Management
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.
We create strategies that are tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
Let's talk about your investment strategies.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
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.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.