Grow it. Protect it. Position it.
Legacy Life Planning
Strategic Business Financial Planning Solutions
Financial Planning
Business financial planning involves setting clear goals, creating a budget, and developing a strategy to achieve those goals, such as paying off debts like student loans, auto loans, and mortgages. With our expertise and financial software, we can help you eliminate your debt in 9 years or less, empowering you to save more and invest in your future.
Business Funding
We offer a diverse suite of financial solutions designed to meet the unique needs of every entrepreneur. Whether you're just starting out or looking to expand, our range of options ensures there's a perfect fit for every stage of your business journey. From traditional loans to innovative financing models, we provide the necessary resources to help you thrive.
Infinite Banking & IUL Planning
Grow tax-free wealth and maintain financial flexibility with Infinite Banking and IUL Planning. These strategies help you access funds without penalties while building a lasting financial legacy.
Tax Strategy
Build a business tax strategy with our knowledge and expertise! We work alongside your CPA to minimize tax liabilities while remaining compliant with tax law. Careful planning and structure selection can maximize tax efficiency and contribute to a company’s financial success. Whether you are a small business or a large corporation, we can help you!
Estate Planning
Estate planning is a vital process to ensure the organized and efficient distribution of one’s assets and wealth after their passing. This involves creating wills, trusts, and power of attorney documents to protect and manage assets. Our process can help minimize taxes and provide a smooth process to preserve the legacy of your loved ones.
Defined Benefit Pension Plan
We offer customized Defined Benefit Pension Plans to help business owners and high-income earners maximize their retirement savings, attract and retain top talent, and minimize taxes. Our expert team provides personalized plan design, implementation, and administration services to ensure a predictable income stream in retirement and a competitive edge in the market.
Protect Your Wealth, Eliminate Debt, Secure Your Legacy
As a business owner, you’ve worked hard to build your company. But are you taking the right steps to protect your wealth, minimize taxes, and secure your legacy?
At Legacy Life Planning, we understand the unique challenges and opportunities that come with entrepreneurship. That’s why we’re dedicated to providing comprehensive financial solutions designed specifically for business owners like you.
Lance Evans is your go-to guy for all things banking and insurance. Born and raised in Tri-Cities, Lance has built a reputation for being steady, trustworthy, and dependable. He is passionate about helping small businesses thrive by offering affordable commercial coverage, debt elimination programs, and employee benefit solutions. Lance’s attention to detail and big-picture thinking make him an invaluable partner for any business.
Outside of work, Lance loves spending time with his family, enjoying good food, and indulging in sweets (Don’t tell his wife Amy about the sweets). He is an avid traveler and loves to set sail on cruise ships to explore new destinations. Looking for a loyal friend and trusted advisor? Lance Evans is your man!
Lance Evans
Envisioning a Brighter Future for Your Life and Finances
Financial success shouldn’t force trade-offs—it should expand opportunities. Legacy Life Planning isn’t satisfied with the industry-norm of the either-or mindset when it comes to building a legacy through financial planning. Instead, we believe in architecting comprehensive, tailored strategies that let you have your proverbial cake and eat it, too.
For a financial future that is strong, secure, and full of opportunities, we explore and leverage three areas that are interwoven like a three-strand braid:
Growth
• Your wealth remains active, not stagnant
• Money is structured to grow efficiently through tax-smart investments
• Wealth acceleration strategies align with your specific goals
Protection
• Assets are safeguarded against market volatility and unnecessary risks
• Wealth transfer is structured for minimal tax implications
• Financial legacies are preserved for future generations
Positioning
• Money remains flexible and accessible when opportunities arise
• Financial structures adapt to changing business and personal needs
• Assets are strategically placed for maximum impact and efficiency
What Sets Us Apart?
Holistic Approach
We take a comprehensive approach to your financial situation, considering all aspects of your business and personal life to create a tailored plan that meets your unique needs and goals.
Expertise
Lance has extensive experience serving business owners and entrepreneurs, providing expert guidance and support every step of the way.
Personalized Service
You'll receive personalized attention and service from our dedicated team, ensuring that your needs are met and your goals are achieved.
The Legacy Life Planning Difference
Through strategic vendor partnerships and a coordinated approach, we ensure:
• Tax planning, estate, investment, and insurance strategies work in unison
• Every dollar in your financial plan is optimized and working together
• Complex financial strategies translate into clear, actionable steps
• Your wealth isn’t just accumulating—it’s available, flexible, and working in your favor
Don't Let Financial Uncertainty Hold You Back
Take control of your financial future and secure your legacy with our expert business financial planning services. Contact us today to schedule a consultation and discover how we can help you achieve financial freedom and peace of mind.
Millions
saved In interest and debt paid off for business owners and families and individuals and climbing
What Our Clients Say
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