Legacy Life Planning Lance

Johnson City Financial Advisor

Welcome to Legacy Life Planning Lance, Your Personal Strategic Financial Advisor

Legacy Life Planning Lance
Legacy Life Planning Lance Logo

Strategic Life Planning Soultions

Legacy Life Planning Lance Debt Free

Become Debt Free

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.

Legacy Life Planning Lance Estate Planning

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.

Legacy Life Planning Lance Tax Strategies

Tax Strategies

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!

About Lance Evans

lance@legacylifeplanninglance.com

Meet Lance Evans, 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!

Legacy
/leg·​a·​ce/

noun: something that we leave or give to others, something that will last beyond our lifetime.

Health Coverage over 65

Medicare 101-

Medicare can be challenging to understand and finding the right options and benefits to meet your Medicare needs can be just as hard if not harder. That is why getting the right Medicare Benefits Specialist is important. Let me make Medicare easy for you and properly help you navigate through the different Medicare benefits/options available. I can make it as simple as A,B,C, D! Stop by the office, email, call, or Live Video Chat with me right away.

Get A Free Quote

Your Free Assessment is Private and Confidential

Contact Lance:

lance@legacylifeplanninglance.com

423-341-8601

404 S Roan St Johnson City, Tn 37601

M-F: 8:30am-4:30pm, S-S: Closed

We do not offer every plan in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-Medicare to get to a full list of plans in your area.