Unlocking Your Financial Potential

At Innovative Concepts, we believe in redefining what it means to provide comprehensive financial solutions. As your trusted partner, we go beyond the traditional roles of sales assistance and backroom support. We offer a complete wraparound solution for advanced marketing opportunities that ensures your clients receive the best strategies tailored to their unique needs.

Building a Lasting Legacy

Estate & Legacy Planning:

The current Estate Tax structure has an expiration date looming at the end of 2024. With this impending change, millions of families will find themselves vulnerable to a hefty 40% tax on the transfer of their estate to their children. But there's more to it than just the federal tax – many families are unaware of the additional state transfer taxes that can further burden their loved ones.

At Innovative Concepts, we specialize in Estate and Legacy Planning, working closely with families to protect their hard-earned wealth and enable a seamless transition for future generations. We offer innovative strategies and cutting-edge solutions that go beyond the conventional approaches. Let us show you how we can help your clients achieve their goals in ways they never thought possible.

Securing Your Legacy

Business Continuation:

Planning for the future of your business is not just about drafting documents and hoping for the best. It requires a comprehensive approach that includes a solid exit strategy, effective protection against unforeseen circumstances, and strategic tax optimization. At Innovative Concepts, we understand the intricacies involved in proper business documentation and funding strategies.

Our partnership with some of the most experienced legal firms in the country ensures that your clients receive the highest level of expertise in business continuation planning. We have witnessed the pitfalls of poorly drafted documents and inadequate funding firsthand. By partnering with us, you can provide your clients with the qualified advice they need to navigate these crucial areas and resolve their problems confidently.

Executive Benefits & Non-Qualified Plans:

Imagine a successful individual assuming they are on track for a comfortable retirement, only to realize the harsh reality when the numbers don't add up. Sadly, this scenario is far too common. Business owners and key executives often overlook the importance of comprehensive retirement planning and fail to consider the true costs.

Innovative Concepts is here to change the game. Our proprietary software allows us to paint a clear picture of various "what if" scenarios, revealing the stark truth and inspiring action. We provide executives and business owners with a variety of innovative and affordable solutions that ensure their retirement dreams become a reality. By presenting them with concrete numbers and feasible strategies, we empower them to take proactive steps towards securing their financial future.

What We Do

Meet The Experts

This is a one on one initial exchange of concepts, Ideas and possibilities.

Getting To Know You

What are your goals dreams and aspirations? What steps have you taken towards those?

Scenario Planning

What if I could build a plan to get there? What would it look like?

Vetting Process

What works, what doesn’t. Determining what the right mix of solutions are for a successful outcome

Documentation Process

Create clarity and assure proper and legal execution. The most important overlooked step.


Assure that the proper configuration of solutions is implemented and funded.

On Going Service

Consistent feedback from team members, stakeholders, or anyone relevant to the plan. This assures that you reach your goals.

© 2023 Innovative Concepts. All rights reserved.

No part of this website may be reproduced, distributed, or transmitted in any form