Financial Planning for Business Owners in Blountville, TN
Legacy Life Planning - Blountville
Strategic Business Financial Planning in Blountville, Tennessee
Financial Planning
Smart business financial planning starts with a clear path forward. By setting defined goals, building a practical budget, and developing a focused strategy, you can tackle major debts like student loans, auto loans, and mortgages with confidence. With our expert guidance and powerful financial software, we’ll help you eliminate debt in 9 years or less—freeing up your cash flow so you can save more, invest wisely, and secure a stronger financial future.
Business Funding
Tailored financial solutions to fuel your business growth. At every stage of your entrepreneurial journey—whether you're launching a startup or scaling an established business—we offer a diverse suite of financial options designed to meet your unique needs. From traditional loans to forward-thinking financing models, we equip you with the right tools and resources to thrive, grow, and reach your goals with confidence.
Tax Strategy
Optimize your business tax strategy with expert guidance. We work collaboratively with your CPA to help minimize tax liabilities while staying fully compliant with current tax laws. Through careful planning and strategic entity structure selection, we aim to maximize tax efficiency and support your long-term financial success. Whether you're a small business or a large corporation, we’re here to provide the insight and support you need to succeed.
Estate Planning
Plan with purpose—protect your legacy through estate planning. Estate planning is essential to ensure your assets are managed and distributed according to your wishes. This includes creating wills, trusts, and power of attorney documents that safeguard your wealth and provide clarity for your loved ones. Our thoughtful process is designed to minimize tax burdens and ensure a smooth, stress-free transition—preserving your legacy and giving your family peace of mind.
Defined Benefit Pension Plan
Boost retirement savings and reduce taxes with a Defined Benefit Pension Plan. Tailored for business owners and high-income earners, our customized plans are designed to help you build substantial retirement wealth, attract and retain top talent, and gain significant tax advantages. From personalized plan design to seamless implementation and administration, our expert team ensures a predictable income stream in retirement—while giving your business a powerful competitive edge.
Frequently Asked Questions
What services does Legacy Life Planning offer?
At Legacy Life Planning, we offer a range of financial planning, business funding, and retirement planning services. We’re here to help you secure your future with personalized solutions!
Where are you located?
We are conveniently located on South Roan Street in Johnson City, TN. Our cozy office is easy to find and we’d love to welcome you for a visit!
Do you offer free consultations?
Yes, we do! We believe in building relationships first, so we offer a complimentary initial consultation to discuss your needs and how we can assist you.
What should I bring to my first appointment?
Just bring yourself and any relevant documents related to your planning needs, such as existing wills or financial statements. Don’t worry if you’re not sure what to bring—we’ll guide you through the process.
Do you offer virtual consultations?
Absolutely! We understand that life can get busy, so we offer virtual consultations to make it easier for you to get the advice you need from the comfort of your home.
Can you help with business funding?
Of course! Whether your needs are simple or complex, our experienced planners are here to create a tailored plan that fits your unique situation.
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
Driving Directions from Blountville and Nearby Areas
Driving Directions from Blountville
Driving Directions from Bristol
Driving Directions from Gray
Driving Directions from Piney Flats
Driving Directions from Unicoi
Driving Directions from Elizabethton
What Our Clients Say
Who We Are
Legacy Life Planning is committed to your financial success. With over 20 years of experience serving business owners, we bring the insight and expertise needed to protect your wealth and address your unique financial concerns.
Our mission is to guide you toward lasting financial independence—through personalized strategies built around your goals, your challenges, and your future.
What We Do
Put your money to work—safely and strategically. We help you reduce the interest paid to lenders, access tax-advantaged benefits, protect your assets legally, and increase your cash flow.
Our clients don’t rely on risky, unpredictable investments. Instead, we focus on guaranteed growth you can count on—so you can build real, lasting wealth with confidence and clarity.
