Steady. Trustworthy. Dependable.

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.

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

Legacy
/leg·a·ce/

noun: something that we leave or give to others, something that will last beyond our lifetime.

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.

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.

back into Business Owners' pockets through tax strategy

$ 0 mil +

protecting families' legacies with proper estate planning and life insurance

0 + years

funded to startups and other businesses

$ 50 k +

Millions

saved In interest and debt paid off for business owners and families and individuals and climbing

What Our Clients Say

Lance is a quality person and professional who cares about helping others. If you need help eliminating debt he is your man. His program can save your $1000s in interest fees and trim YEARS off your mortgage. Don't call....RUN to see him. Imagine what you can do will all the cash your save! Literally life changing!

Kina Dutro

Lance is awesome to work with. He’s always available and has a proven track record of help clients achieve their goals. I would highly recommend to anyone.

Tuan Ngyuyen

Mr Evans was very helpful with my tax planning benefits. He made it easy to file and helped me every step of the way.

John Hales

Lance was super helpful in getting my fathers living will done at a fraction of the cost of local attorneys. Now my dad has online access to update his will as many times as he needs. Will use again for my personal will.

Travis Blount

Lance offers extreme customer service for his clients. He is a trusted resource for the planning that goes along with your changing life’s needs. None better.

Larry Ross

I would highly recommend Lance! He helped us with ERTC. It is great to work with someone so knowledgeable and experienced. He kept us informed every step of the way.