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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

We Listen

Start with a thorough needs assessment consultation.
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Collaborate

Research and find the best-fit solutions for you or your business.

Review

We review and evaluate all the options with you.
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Ongoing support

Support and assistance Insuring optimized results
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BUILDING BLOCKS FOR A BETTER FUTURE

We provide innovative solutions to meet the complex needs unique to you and your business. We are experts in protecting and managing your wealth

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Details
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

Tony Wolf

Tony Wolf

President and CEO

Abby Ende

Abby Ende

Director of Sales and Training

Andrea Wolf

Andrea Wolf

Director of Operations

Business Solutions Advisors

Amanda Jungers

Amanda Jungers

Business Solutions Advisor

Jennifer Kunesh

Jennifer Kunesh

Business Solutions Advisor

Arlo Mathison

Arlo Mathison

Business Solutions Advisor

Tori Barnitt

Tori Barnitt

Business Solutions Advisor

Shelly Lucken

Shelly Lucken

Business Solutions Advisor

Liberty Lucken

Liberty Lucken

Business Solutions Advisor

Christian Ochsendorf

Christian Ochsendorf

Business Solutions Advisor

Kandis Garcia

Kandis Garcia

Business Solutions Advisor

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

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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

Have you experienced the excellence of our personalized financial solutions?

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Some Of Our Valued Partners

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    News - Updates - Information - From Our Blog

    Wealth written on vintage paper and stack of gold coins and gold rocks

    Powerful Ways to Protect Your Wealth With Confidence

    Explore practical strategies for protecting your wealth during economic uncertainty through diversification, liquidity, tax planning, and long-term preparation.

    read more
    m

    How to Talk to Parents About Estate Planning: Vital Guide

    Learn how to talk to your parents about estate planning with compassion, including wills, trusts, financial wishes, important documents, and family legacy.

    read more
    m

    The Ultimate Financial Lessons for Lasting Legacies

    Discover practical ways to teach financial responsibility to future generations while building confidence, preserving family wealth, and creating a lasting legacy.

    read more
    m

    Trust or Will? The Powerful Choice Explained

    Learn the difference between a will and a trust, when each is appropriate, and how the right estate planning strategy can protect your legacy and loved ones.

    read more
    m

    Protect Your Business With a Proven Succession Plan

    A business succession plan protects your company, employees, and legacy while ensuring a smooth ownership transition, regardless of when change occurs.

    read more

    Have any Question? Ask us anything, we’d love to answer!

    Our Mission

    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”

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    Innovative Solutions

    • Individual Solutions
    • Business Solutions
    • Legacy Solutions
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