Legacy Life Planning - Lance Evans
Lance Evans has been helping business owners, families, and high-income professionals across Northeast Tennessee build financial security since 2004.
That’s over 20 years of working directly with people — not managing a portfolio from a distance, not handing clients off to an associate, but sitting across from them (or on a Zoom call) and building a plan around their actual numbers, their actual goals, and their actual situation.
Legacy Life Planning is built on a simple premise: most people are paying too much in taxes, carrying too much debt, and building wealth too slowly — not because they’re doing anything wrong, but because nobody has shown them a better structure. Lance’s job is to show them that structure and help them implement it.
The practice is based in Johnson City, TN, and serves clients throughout the Tri-Cities, Northeast Tennessee, and virtually across the country.
Lance has been featured on Daytime Tri-Cities, the regional lifestyle and news program, discussing financial planning strategies for Northeast Tennessee families and business owners.
Our Promises To You
A Partner You Can Depend On––For Life
Your needs evolve—your financial strategy should too. We don’t sell one-time solutions; we provide guidance that adapts with you, helping you protect, grow, and access your wealth at every stage.
Clear Strategies That Put Your Money to Work
Financial planning should never feel like a mystery. We operate with transparency to earn and keep your trust, so you know exactly how your money is growing, protected, and accessible when you need it.
A Legacy That Outlives You
We don’t just plan for today—we help you create a financial legacy that lasts. Your wealth should be structured to grow, transfer, and protect across generations. With Legacy Life Planning, every decision fits into the bigger picture, ensuring your financial impact extends beyond your lifetime.
Legacy Life Planning Is:
Strategy-First Financial Partner
• Financial architecture focus
• Integration of all financial elements
Financial Bridge Builder
planning
• Coordinates between financial
professionals as able for a
collaborative effort with the client’s
best interest in mind
Wealth Protection Expert
wealth
• Tax-efficient transfer
specialist
• Asset protection authority
Financial Educator
• Empowers informed decisions
• Provides actionable insights
Custom Solution Provider
approaches
• Tailored financial
architectures based on
clients goals, needs, assets,
and opportunities
• Personalized strategy
development
Financial Advocate
more earnings
• Optimizes every financial
dollar
• Champions client’s best
interests
Legacy Life Planning Looks Like:
A Financial Partner That Meets You Where You Are
• Strategy sessions that adapt to client preferences
• Whether in person, via Zoom, or through flexible planning sessions
• Professional yet approachable
Fresh and Strategic
• Energizing, and growth-focused
• A presence that moves with people through different stages of life and business – growth, transition, and legacy
Streamlined and High-Efficiency
• Cuts through financial industry clutter
• Design that feels open, inviting, and sharp
• Clean, professional presentation
Legacy Life Planning Is For:
Business Owners and Entrepreneurs
• Seeking to reinvest in their business for
growth
• Planning exits within 5-10 years
High-Income Earners
strategies
• Looking beyond traditional investment
models
• Need financial liquidity without restrictions
Mid to Large-Scale Family Businesses
• Need estate structuring
• Require tax mitigation strategies
Growth-Focused Professionals
• May be interested in
aggressive-conservative hybrid
strategies
• Seek strategic advantage and
opportunity-minded
Engaged, Proactive Clients
strategy with a partner rather than a set
it and forget it route
• Value long-term planning
• Willing to explore creative financial
solutions and adopt a broader
approach to financial planning
Legacy-Minded Individuals
for loved ones
• Prioritize family wealth protection
• Value financial education and
understanding