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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

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    News - Updates - Information - From Our Blog

    Employee Financial Wellness Programs

    Fostering a Financially Healthy Workforce with Employee Financial Wellness Programs

    Employee financial wellness has emerged as a key concern for businesses looking to offer comprehensive and appealing benefits packages. Financial stress can take a toll on your employees’ mental health, engagement, and overall work performance. By incorporating financial wellness programs into your small business employee benefits offering, you can promote financial literacy, alleviate financial stress, […]

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    Employee Benefits

    Navigating Employee Benefits Design and Service: Tailored Approaches for a Boost in Satisfaction, Retention, and Loyalty

    As a business owner or leader, prioritizing employee satisfaction is integral to maintaining a positive, productive, and thriving workplace. One crucial component in achieving this goal is the design and implementation of comprehensive, relevant, and attractive employee benefits packages. These packages act as powerful incentives for acquiring and retaining a top-performing workforce and contribute to […]

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    Business Succession Plan

    Crafting a Comprehensive Business Succession Plan: Safeguard Your Legacy and Ensure Long-term Success

    Just as you wouldn’t leave your personal estate unplanned, your business, which is likely a significant part of your estate, deserves the same level of thoughtful preparation. A solid succession plan ensures the continuity of your business, minimizes disruptions, and potentially prevents a financial crisis. It’s not just about who will take over when you’re […]

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    estate planning

    Unlock the Potential of Annuities: A Comprehensive Guide to Wealth Management and Estate Planning Benefits

    Navigating the complexities of wealth management and estate planning can be challenging, especially when it comes to understanding all the financial products available to help you achieve your long-term financial objectives. One such product, annuities, can play a significant role in safeguarding your financial future by providing a consistent income stream, managing wealth, and ensuring […]

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    Creating business plan

    Crafting a Comprehensive Business Succession Plan

    A successful business is not just about revenue; it’s also about creating a lasting legacy that can thrive and evolve, even in your absence. Business succession planning plays a crucial role in protecting your hard work, wealth, and ensuring continuity in the event of retirement, incapacity, or other unexpected circumstances. By having a structured plan […]

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