Alexa Lenhart, Financial Adviser with Innovative Financial Solutions Group

06/11/2026

Something to consider!

A disabling sickness or injury may be more common than you think. Protect your business and your employees with a disability insurance solution that’s right for you.

06/11/2026

One thing I always encourage people to do is review their financial plan and insurance coverage regularly.

Life changes. Families grow, jobs change, income changes, goals evolve, and sometimes the plans we put in place years ago simply need updating.

A review can help make sure:

✔️ Your beneficiaries are current
✔️ Your life insurance coverage still matches your needs
✔️ Your retirement strategy is on track
✔️ Your investments align with your goals and risk tolerance
✔️ Any major life changes have been addressed

This isn't just for my clients. Whether you currently work with me, another advisor, or haven't reviewed your coverage in years, taking the time to evaluate your situation can be incredibly valuable.

Many people are surprised by how much can change in just a year or two. Coverage that made sense at one stage of life may no longer be enough—or you may be paying for things that no longer fit your needs.

If you'd like a second set of eyes on your current coverage or financial plan, I'd be happy to help. We can meet in person, by phone, or over Zoom to discuss your goals, review your current situation, and identify any areas that may need attention.

I've included my scheduling link below if you'd like to find a time that works best for you.

712-662-5040
[email protected]
calendly.com/alenhart0

06/03/2026

Planning for retirement isn’t just about how much you save, it’s also about how income is taxed once you stop working. Most retirees draw income from more than one source, and each can be taxed differently.

Understanding how these tax buckets work together can help reduce surprises and support more confident planning.

06/02/2026

For the past 6.5 years, I've had the privilege of helping individuals, families, and business owners work toward their financial goals while protecting what matters most to them.

One of the things I enjoy most about my work is walking alongside my clients through every stage of life. Whether you're just starting to build wealth, preparing for retirement, or looking to create a legacy for your family, having a plan in place can make all the difference.

In addition to financial planning and wealth-building strategies, I also help clients protect their financial future through solutions such as:
✔️ Life Insurance
✔️ Long-Term Care Planning
✔️ Disability Insurance

My goal is to help you feel confident about your financial future by creating strategies that align with your goals, values, and priorities.

If you've been meaning to review your financial plan, evaluate your insurance coverage, or simply have questions about your options, I'd be happy to chat!

Alexa Lenhart
712-662-5040
Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. 411 W Main Sac City IA 50583. Eagle Strategies and NYLIFE Securities are New York Life Companies

05/06/2026

As a wife and mom, I understand how important it is to balance financial security with everyday life. My goal is to make financial planning feel personal, approachable, and centered around what matters most to you.

If you’ve been thinking about your financial future, life insurance needs, or just want to start a conversation, I’d love to connect!

04/20/2026

We insure our cars, homes… even our phones we drop daily 😅

But the people who depend on us?
We just… hope it all works out?

Life insurance isn’t scary, it’s just making sure your family is taken care of no matter what.

Quick, easy, and probably cheaper than you think.

Call me — let’s get you covered 😉
712-662-5040

04/16/2026

Rooted in Sac City. Focused on Your Future.

I’m Alexa Lenhart, a local financial advisor serving Sac City and the surrounding communities. I believe financial planning should feel approachable, not overwhelming.

My goal is to help you create a strategy that fits your life through personalized guidance, honest conversations, and long-term support.

Reach out anytime to start the conversation.
712-662-5040

04/05/2026

He is Risen! ✝️ Happy Easter from my family to yours! 🤍

03/30/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

02/24/2026

Ribbon cutting and open house this Thursday! Stop by for coffee, snacks, and to see the new office. 🤩

Please join us on February 26 for a Ribbon Cutting and Grand Opening for Alexa Lenhart, Financial Adviser with Innovative Financial Solutions Group at 9:30am. There will be an Open House until 3:00pm so be sure to stop down and see her newly remodeled office!