Financial Planning for Business Owners in Bluff City, TN
Legacy Life Planning - Bluff City
Strategic Business Financial Planning in Bluff City, Tennessee
Financial Planning
Business financial planning starts with a clear vision and a solid strategy. By setting defined goals, building a practical budget, and creating a plan to eliminate debts like student loans, auto loans, and mortgages, you can take control of your financial future. With our expert guidance and advanced financial software, we help you become debt-free in 9 years or less—freeing up resources to save more, invest wisely, and build lasting financial security.
Business Funding
We offer a diverse suite of financial solutions tailored to meet the unique needs of every entrepreneur. Whether you're launching a new venture or expanding an existing business, our flexible options support every stage of your journey. From traditional loans to innovative financing strategies, we provide the tools and resources to help your business grow and thrive.
Tax Strategy
Build a smarter business tax strategy with our knowledge and expertise. We work closely with your CPA to minimize tax liabilities while ensuring full compliance with current tax laws. Through strategic planning and entity structure selection, we help maximize tax efficiency and support long-term financial success. Whether you're a small business or a large corporation, we’re here to help you thrive.
Estate Planning
Estate planning is a vital step to ensure the organized and efficient distribution of your assets after your passing. This includes creating wills, trusts, and power of attorney documents to protect and manage your wealth according to your wishes. Our process is designed to help minimize taxes and provide a smooth, stress-free transition—preserving your legacy and giving your loved ones peace of mind.
Defined Benefit Pension Plan
We offer customized Defined Benefit Pension Plans designed to help business owners and high-income earners maximize retirement savings, reduce tax liabilities, and attract top talent. Our expert team handles personalized plan design, implementation, and administration—ensuring a predictable income stream in retirement and a competitive edge in today’s market.
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 Bluff City and Nearby Areas
Driving Directions from Bluff City
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 here to serve you. With over 20 years of experience working with business owners, we have the expertise to protect your assets based on your unique needs and financial goals. Our mission is to help you achieve true financial independence through personalized, strategic planning.
What We Do
Let us help you reduce the interest paid to lenders, access tax-favorable benefits, legally protect your money, and increase your cash flow. Start growing your wealth in a way that truly works for you. Our clients avoid risky, unpredictable investments—we focus on guaranteed growth you can count on.
