Financial Planning for Business Owners in Elizabethton, TN
Legacy Life Planning - Elizabethton
Strategic Business Financial Planning in Elizabethton, Tennessee
Financial Planning
Strategic business financial planning starts with clear goals and a smart path forward. From creating a budget to developing a plan for eliminating debt—like student loans, auto loans, or mortgages—we guide you every step of the way. With our expertise and advanced financial software, we help you become debt-free in 9 years or less, freeing up cash to save more, invest wisely, and build the future you deserve.
Business Funding
Empowering entrepreneurs with flexible financial solutions. Whether you’re launching a new venture or scaling your business, we offer a diverse range of financing options tailored to your unique needs. From traditional loans to innovative funding strategies, our solutions are designed to support you at every stage of your business journey—providing the tools and resources you need to grow, succeed, and thrive.
Tax Strategy
Strengthen your business with a smart tax strategy. Our team collaborates closely with your CPA to minimize tax liabilities while ensuring full compliance with current tax laws. Through strategic planning and thoughtful entity structure selection, we help maximize tax efficiency and support your company’s long-term financial success. Whether you're a small business or a large corporation, we have the expertise to tailor a solution that works for you.
Estate Planning
Protect what matters most with thoughtful estate planning. Estate planning is essential for ensuring your assets are distributed according to your wishes in a clear, organized, and efficient manner. This includes creating wills, trusts, and power of attorney documents to safeguard and manage your wealth. Our guided process is designed to minimize tax burdens and ensure a smooth transition—preserving your legacy and providing peace of mind for the people you love most.
Defined Benefit Pension Plan
Maximize retirement savings and minimize taxes with a customized Defined Benefit Pension Plan. Designed for business owners and high-income earners, these plans offer a powerful way to build significant retirement wealth, reduce tax liabilities, and attract top-tier talent. Our experienced team handles every aspect—from personalized plan design to seamless implementation and ongoing administration—ensuring a predictable income stream in retirement and a strategic advantage in today’s competitive 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 Elizabethton and Nearby Areas
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What Our Clients Say
Who We Are
At Legacy Life Planning, your financial future is our priority. With over 20 years of experience serving business owners, we bring the knowledge and insight needed to protect what matters most—tailoring our approach to your unique needs and financial goals.
Our mission is to help you achieve lasting financial independence through personalized strategies and unwavering support every step of the way.
What We Do
Put your money to work—with less risk and more control. We help you reduce the interest paid to lenders, take advantage of tax-favorable strategies, legally protect your assets, and increase your cash flow.
Our clients avoid the uncertainty of risky investments—we focus on guaranteed, predictable growth you can rely on. It’s time to start growing your wealth with confidence and purpose—for YOU.
