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Innovative Solutions

We provide innovative solutions to meet the complex needs unique to you and your business

Our Process is Guided By Our

Four Step Approach

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Matter To Us

It is more than just a slogan, it is a guiding principle that drives our approach to excellence in everything we do.

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Business Solutions Advisors

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.

Testimonials from our happy customers

Innovate Legacy Solutions has been a game-changer for me and my family. The entire experience was seamless, and I couldn't be happier with the service they provided. From the very beginning, their team took the time to understand my unique needs and financial situation. They patiently explained all the available options and helped me choose the perfect coverage for my family's future.

Gary and Susan Walters Life Insurance

Thanks to Innovate Legacy Solutions, my family and I have achieved financial security and peace of mind for the future. Their exceptional wealth management services have been a game-changer for us! Innovate Legacy Solutions truly lives up to its name by offering innovative and forward-thinking strategies tailored to our unique needs. They took the time to understand our goals, dreams, and aspirations, and then crafted a comprehensive plan that will leave a lasting legacy for generations to come.

Matt and Sheena Smith Wealth Management

Innovate Legacy Solutions designed a comprehensive benefits package that goes above and beyond the standard offerings. From health and wellness to additional perks and incentives, our employees are delighted with the array of options available to them. Since implementing the new benefits program, we've noticed a remarkable increase in employee satisfaction and engagement. Our team feels valued and supported, which has translated into a more positive work environment and improved productivity. But the best part? The cost of the benefits package was less than what we initially anticipated. Innovate Legacy Solutions worked their magic, optimizing the plan to fit our budget while still providing top-notch coverage and benefits.

Mary Johnson Business Owner

Some Of Our Valued Partners

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    News - Updates - Information - From Our Blog

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    Effectively Navigating the Challenges of Succession Planning in Family Businesses

    Succession planning is a critical aspect of any business’s long-term success, ensuring continuity and stability for the organization. This process can be especially complex and emotionally driven in the context of family businesses, where personal relationships, family dynamics, and values often play a significant role. Properly addressing these unique challenges is essential to ensure a […]

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    Buy Sell Agreement

    Building and Protecting Your Wealth with a Properly Structured Buy-Sell Agreement

    If you’re a high-net-worth individual with significant business assets, you’ve probably spent a good chunk of your life building your empire. But have you given any thought to what happens to your business when you’re no longer around? It’s not exactly a fun topic, but it’s an essential one if you want to ensure a […]

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    business executives

    Best Practices for High-Net-Worth Individuals to Maximize the Benefits of Executive Bonus Plans

    Attracting and retaining top talent is a critical aspect of ensuring the continued success and growth of a high-net-worth business. Executive bonus plans play a vital role in rewarding key employees for their contributions to the company’s success and providing incentives for their ongoing performance and commitment. By strategically designing and implementing effective executive bonus […]

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    Life Insurance

    Tailored Life Insurance Strategies for Wealthy Business Owners to Preserve Their Legacy

    As a high-net-worth business owner, you have devoted significant time and resources to build a successful company and create a lasting legacy. Ensuring the financial stability and continued prosperity of your family and business in the event of your passing is of the utmost importance. Customized life insurance solutions can play an integral role in […]

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    Key Person Insurance

    Key Person Insurance: Safeguard Your High-Net-Worth Business and Legacy

    High-net-worth business owners often devote a significant amount of time, effort, and resources to ensuring the stability, growth, and future success of their ventures. In many instances, the long-term viability of a successful business is closely tied to the contributions of key personnel – individuals whose skills, experience, and expertise are integral to the company’s […]

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