General Info

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.