We provide innovative solutions to meet the complex needs unique to you and your business
It is more than just a slogan, it is a guiding principle that drives our approach to excellence in everything we do.
President and CEO
Vice President of Sales
Director of Sales and Training
Director of Operations
Business Solutions Advisor
Business Solutions Advisor
Business Solutions Advisor
Business Solutions Advisor
Business Solutions Advisor
Business Solutions Advisor
Business Solutions Advisor
Business Solutions Advisor
Business Solutions Advisor
Contact our solutions advisors for a FREE analysis of your personal, business, and legacy solutions
On standing out from the competition. Our in-house and local resources allow us to provide a truly unique experience.
Have you experienced the excellence of our personalized financial solutions?
Planning for the future means more than making a will—it’s about preserving your values, wealth, and business transition with thoughtful precision. In Minnesota, where community and inheritance intertwine, legacy and succession planning matters. Innovative Legacy Solutions—a trusted Baxter-based advisory firm—combines decades of experience in estate strategy, tax-efficient retirement, and succession planning, offering clarity and confidence […]
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Explore essentials of legacy and succession planning in Minnesota—covering estate strategies, business transition, tax‑free retirement, and wealth preservation with tailored local solutions.
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Delve into legacy and succession planning in Minnesota—covering estate protection, tax-free retirement, business transition, and wealth preservation with tailored local strategies.
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Discover how Baxter’s Innovative Legacy Solutions helps Minnesotans protect their wealth, secure tax-smart retirements, and preserve business and family legacies with integrity and innovation.
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Discover how Innovative Legacy Solutions in Baxter, MN delivers tailored solutions—from estate preservation and tax-free retirement to business succession and Kaizen Premium Funding—to secure legacies with clarity and confidence.
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Our mission is to create the building blocks of success to influence positive change for you, your employees and company. We create positive change through local, consultative collaboration with the industry’s national leaders.
“Do what is right, even when no one is watching”
