Financial Planning for Business Owners in Bristol, TN
Legacy Life Planning - Bristol
Strategic Business Financial Planning in Bristol, Tennessee
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.
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 20+years of experience serving business owners, we have the knowledge to protect you properly based on your individual needs and financial concerns. Our goal is for our clients to achieve financial independence.
What We Do
Let us help you lower the interest paid to lenders, get tax favorable benefits, protect your money legally, and gain more cash flow. Start really growing your money for YOU! Our clients don’t participate in risky investments; those are too unpredictable. We focus on GUARANTEED growth that you can count on!
