Financial Planning for Business Owners in Bristol, TN
Legacy Life Planning - Bristol
Strategic Business Financial Planning in Bristol, Tennessee
Financial Planning
Business financial planning starts with setting clear goals, building a realistic budget, and developing a strategy to achieve those goals—such as eliminating student loans, auto loans, or mortgages. With our expertise and powerful financial software, we can help you become debt-free in 9 years or less, giving you the freedom to save more and invest confidently in your future.
Business Funding
We offer a diverse suite of financial solutions tailored to meet the unique needs of every entrepreneur. Whether you're just starting out or planning to expand, our range of options supports every stage of your business journey. From traditional loans to innovative financing models, we provide the resources you need to grow and thrive.
Infinite Banking & IUL Planning
Plan for a secure retirement while keeping control of your money. Infinite Banking and IUL Planning help you build tax-advantaged savings and create reliable income for your retirement years.
Tax Strategy
Build a business tax strategy with our knowledge and expertise. We collaborate with your CPA to help minimize tax liabilities while staying fully compliant with current tax laws. Through careful planning and entity structure selection, we help maximize tax efficiency and contribute to your company’s long-term financial success. Whether you're a small business or a large corporation, we’re here to support your goals.
Estate Planning
Estate planning is a vital process to ensure the organized and efficient distribution of your assets and wealth after your passing. This includes creating wills, trusts, and power of attorney documents to protect and manage what you’ve built. Our approach helps minimize taxes and ensures a smooth transition—preserving your legacy and providing peace of mind for your loved ones.
Defined Benefit Pension Plan
We offer customized Defined Benefit Pension Plans to help business owners and high-income earners maximize retirement savings, reduce tax liabilities, and attract and retain top talent. Our expert team handles personalized plan design, implementation, and ongoing administration to ensure a predictable income stream in retirement and a strong competitive advantage in the marketplace.
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 Bristol and Nearby Areas
Driving Directions from Kingsport
Driving Directions from Britol
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 provide the protection and guidance you need—tailored to your unique financial concerns and goals. Our mission is to help you achieve lasting financial independence through strategic, personalized planning.
What We Do
Let us help you lower the interest you pay to lenders, access tax-favorable benefits, legally protect your money, and increase your cash flow. Start growing your wealth in a way that truly benefits you. Our clients avoid risky, unpredictable investments—we focus on guaranteed growth you can count on.
