Estate & Legacy Planning

Leave Your Mark

Planning for the future often means mapping out how you want your remaining funds and assets to be passed along to loved ones. From establishing beneficiaries to setting up trusts, our team can guide you on how to best spend or share your wealth.

Share Your Wealth Your Way

Estate planning can be as simple as establishing beneficiaries who can use your wealth accordingly or as complex as creating trusts that dictate exactly who can access your funds and how they can be used. However you hope to share your wealth, we can help.

Work With Trusted Partners

Estate planning includes selecting a power of attorney and a healthcare proxy to assist in handling your matters should you be unable to. Attain Wealth Planning collaborates with reputable legal teams to help our clients establish these designees.

Plan for your Future

We look forward to learning about your goals and helping you achieve them.

Schedule a Consultation

6430 Transit Rd.
Suite 100, Depew, NY
(716) 206-0346

Attain Wealth Planning was founded on the belief that proper planning aligned with clear goals is the key to building financial security. Wealth is personal, and the plans and investments we make for clients are intended to cover all aspects of their wealth.

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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services references here are independent of Osaic Wealth. Attain Wealth Planning, LLC is not affiliated with the Osaic Wealth, Inc. Branch Address: 6430 Transit Rd. Suite 100 Depew, NY 14043

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(716) 727-5949