
Discover how to preserve wealth, structure a business succession plan, and safeguard your values through smart, locally grounded legacy strategies.
read moreWe provide innovative solutions to meet the complex needs unique to you and your business
We provide innovative solutions to meet the complex needs unique to you and your business. We are experts in protecting and managing your wealth
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
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On standing out from the competition. Our in-house and local resources allow us to provide a truly unique experience.
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 InsuranceThanks 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 ManagementInnovate 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 OwnerHave you experienced the excellence of our personalized financial solutions?
Discover how to preserve wealth, structure a business succession plan, and safeguard your values through smart, locally grounded legacy strategies.
read moreLearn how Innovative Legacy Solutions helps Minnesotans protect assets, plan for tax-efficient retirement, design business succession, and preserve family legacy strategies—tailored for your life and goals.
read moreA clear overview of estate planning, legacy preservation, and tax-free retirement strategies. Understand common mistakes, key tools, and how to protect business, assets, and family for generations.
read moreLearn key steps for wealth preservation, estate planning, and business succession in Minnesota—with insights from Innovative Legacy Solutions to help protect your legacy.
read moreDiscover how Innovative Legacy Solutions offers strategic wealth preservation and legacy planning—tailored services for individuals and businesses in Baxter, MN.
read moreHave any Question? Ask us anything, we’d love to answer!
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”