Financial Planning for Business Owners in Greeneville, TN
Legacy Life Planning - Greeneville
Strategic Business Financial Planning in Greeneville, Tennessee
Financial Planning
Take control of your financial future with a clear, powerful plan. Business financial planning isn’t just about setting goals—it’s about crafting a roadmap that propels you toward financial freedom. Whether it’s eliminating student loans, auto loans, or mortgages, we create customized strategies that put you in the driver’s seat. With our expertise and cutting-edge financial software, we’ll help you eliminate your debt in 9 years or less—empowering you to save more, invest smarter, and build a prosperous future. Don’t just dream about financial success—make it your reality.
Business Funding
Unlock the financial freedom your business deserves. We offer a comprehensive suite of solutions designed to meet the unique needs of every entrepreneur. Whether you're launching your dream business or scaling for the next level, we have the perfect fit for every stage of your journey. From traditional loans to cutting-edge financing models, we provide the tools, resources, and expertise to help you thrive—giving your business the financial foundation it needs to soar.
Infinite Banking & IUL Planning
Enjoy financial stability through strategies designed to grow your money safely. Infinite Banking and IUL policies protect your assets while giving you flexibility and control.
Tax Strategy
Supercharge your business with a tax strategy designed for success. Our expertise, combined with collaboration with your CPA, helps minimize tax liabilities while ensuring full compliance with tax laws. Through meticulous planning and smart structure selection, we maximize tax efficiency—fueling your company's long-term financial growth. Whether you're a small business or a large corporation, we’ve got the strategies to elevate your business and protect your financial futu
Estate Planning
Secure your legacy with thoughtful estate planning. Estate planning is crucial to ensure your assets are distributed according to your wishes and in the most efficient manner. By creating wills, trusts, and power of attorney documents, we protect and manage your wealth for future generations. Our expert process helps minimize taxes and ensures a seamless transition, preserving your legacy and providing peace of mind for those you care about most.
Defined Benefit Pension Plan
Maximize your retirement potential with a customized Defined Benefit Pension Plan. Designed specifically for business owners and high-income earners, our plans help you supercharge your retirement savings, minimize taxes, and attract top talent. Our expert team offers personalized plan design, seamless implementation, and ongoing administration, ensuring a predictable, reliable income stream in retirement and giving your business a competitive edge that lasts.
Frequently Asked Questions
What services does Legacy Life Planning offer?
At Legacy Life Planning, we offer a range of services including estate planning, will drafting, trust management, and retirement planning. 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 complex estate planning needs?
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 Greeneville and Nearby Areas
Driving Directions from Greeneville
Driving Directions from Knoxville
Driving Directions from Gray
Driving Directions from Piney Flats
Driving Directions from Unicoi
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What Our Clients Say
Who We Are
Legacy Life Planning is dedicated to securing your financial future. With over 20 years of experience working with business owners, we have the expertise to provide tailored protection based on your unique needs and financial goals. Our mission is simple—helping you achieve lasting financial independence and peace of mind, every step of the way.
What We Do
Take control of your financial future and grow your wealth with confidence. We help you lower interest payments to lenders, unlock tax-favorable benefits, protect your money legally, and boost your cash flow.
Forget about risky, unpredictable investments. Our clients focus on guaranteed growth—providing a stable, reliable path to financial security. Start building wealth that works for YOU today!
