Succession Planning

Safeguard your legacy

Building a successful business is hard, but leaving your company's legacy unprotected is heartbreaking. Safeguard a lifetime of achievement with business and leadership succession plans.

Employer Benefits

Complete Benefits Solution

Nurture your Team. We put people first. Our advisors provide innovative solutions to meet the complex needs unique to your business.

Optimize your personal wealth goals

Customized Wealth Management

Live life your way. Life's a journey. Enrich yours by living life with financial confidence. We excel in applying the right tools to meet your personal and business wealth goals.

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

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's more than just a slogan, it's guiding principle that drives our approach to excellence in everything we do

Executive leadership Team

Tony Wolf

President & CEO

Abby Ende

Director of Sales & Training

Andrea Wolf

Director of Operations

Business Solutions Advisors

Jennifer Kunesh

Arlo Mathison

Amanda Jungers

Shelly Lucken

Tori Barnitt

Liberty Lucken

Christian Ochsendorf

Kandis Garcia

Testimonials from our happy customers

Innovative Legacy Solutions

5.0

review us on

Patricia Washatka

1 year ago

Abby is fantastic! She has made offering insurance to our staff so easy and efficient! Not to mention affordable for our small nonprofit and the team members! I highly recommend reaching out to Abby if you are looking for benefits to offer.

bdrontle

2 years ago

The level of care and commitment that Abby and Tony bring day in and day out is truly unparalleled. I've never seen anything like it before. In interacting with our employees at Create A Legacy, they both spent dedicated, one-on-one meetings with everyone to explain the benefits package that we have to offer. They were able to enhance our existing benefits package while simultaneously save us money through a level funded health insurance offer. They are as genuine as the day is long. I would undoubtedly recommend them to any business in need of employee benefits services. Thank you Tony and Abby, you are rockstars!

Dan LaVallee

2 years ago

Tony has been very reliable and helpful for 15+ years with my business and personal needs. He has always responded and communicated in a timely manner. His knowledge of products that he represents is second to none. When he recognizes other products that may benefit my needs he does not hesitate to discuss and guide me to the best resources for obtaining them.

patrick metzler

2 years ago

Abby has been our agent for many years. In that time we have developed a friend and trust. I know if I need anything or have any questions she will be there with a smile and a answer every time.

mary murphy

2 years ago

Tony goes above and beyond with his team to make sure that everything is done with integrity! He clearly cares about the employees that are signing up for insurance, doesn’t take any shortcuts and goes the extra mile to make sure that everyone that’s enrolling has been educated and is making wise decisions. On the backend he’s been very helpful with the administration of the plans! He has a powerful team of people that he works with that is 100% customer focused! I’ve never had an open enrollment go more smoothly or that afforded so many resources to get it done right! Highly recommend

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