Financial Planning for Business Owners in Hampton, TN
Legacy Life Planning - Hampton
Strategic Business Financial Planning in Hampton, Tennessee
Financial Planning
Take charge of your financial future with a smart, actionable plan. Business financial planning goes beyond just setting goals—it’s about crafting a strategy to achieve them. Whether it’s paying off student loans, auto loans, or mortgages, we’ll guide you every step of the way. With our expertise and advanced financial software, we can help you eliminate your debt in 9 years or less, freeing up resources to save more and invest confidently in your future.
Business Funding
Empower your entrepreneurial journey with tailored financial solutions. Whether you're launching a new venture or scaling an established business, our diverse range of options ensures the perfect fit for every stage of your growth. From traditional loans to innovative financing models, we provide the resources and support you need to thrive and take your business to the next level.
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 built for success. Leverage our expertise to minimize tax liabilities while ensuring full compliance with the latest tax laws. We collaborate with your CPA to develop a strategy that maximizes tax efficiency, positioning your business for long-term financial growth. Whether you're a small business or a large corporation, we’re here to provide the strategic support you need to thrive.
Estate Planning
Secure your legacy with thoughtful estate planning. Estate planning ensures the smooth, organized distribution of your assets after your passing. By creating wills, trusts, and power of attorney documents, we help protect and manage your wealth for future generations. Our process is designed to minimize taxes and ensure a seamless transition, preserving your legacy and providing peace of mind for your loved ones.
Defined Benefit Pension Plan
Maximize your retirement savings and attract top talent with a customized Defined Benefit Pension Plan. Tailored specifically for business owners and high-income earners, our plans help you build significant retirement wealth, minimize taxes, and secure a competitive edge. Our expert team handles everything—from personalized plan design to seamless implementation and administration—ensuring a predictable income stream in retirement and setting your business apart 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 Hampton and Nearby Areas
Driving Directions from Hampton
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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 serving business owners, we offer the expertise needed to protect your assets and address your unique financial needs. Our mission is to guide you toward financial independence, empowering you to take control of your future with confidence.
What We Do
Take control of your financial future and watch your wealth grow. We help you reduce the interest paid to lenders, unlock tax-favorable benefits, legally protect your money, and increase your cash flow.
Forget risky, unpredictable investments. Our clients focus on guaranteed growth—providing a secure, reliable path to building lasting wealth for YOU. Start growing your money with confidence today!
