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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.

Executive leadership team

Business Solutions Advisors

Contact our solutions advisors for a FREE analysis of your personal, business, and legacy solutions

WE Take PRIDE In OURSELVES

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

    Retirement

    Tax-Free Retirement Process: A Guide from Innovative Legacy

    Learn how tax-free retirement planning works—from evaluation and strategy design to implementation and ongoing reviews with Innovative Legacy Solutions.

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    Solution

    Why Legacy Solutions Matter: A Guide from Innovative Legacy

    Explore how thoughtful legacy solutions protect wealth, preserve values, and support future generations with tailored planning from Innovative Legacy Solutions.

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    Businessman puts a brick to build a wall Concept of new business, partnership, integration and startup

    Building Blocks for a Better Future: Foundations of Legacy & Wealth Planning

    Learn how thoughtful legacy, wealth preservation, business succession, and strategic planning can serve as the building blocks for a better financial future.

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    InnovativeLegacySolutions Blog

    Legacy Planning Beyond the Basics: Protecting Wealth, Values, and Family Futures

    A comprehensive reference on legacy planning, how it differs from estate planning, and how Innovative Legacy Solutions helps Minnesotans preserve wealth and values for future generations.

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    Building a Lasting Legacy: Planning for Generations

    Explore how legacy planning integrates values, wealth transfer, and long-term strategies to preserve what matters most for your family and business.

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