Financial Planning for Business Owners in Johnson City, TN
Legacy Life Planning Johnson City
Strategic Business Financial Planning in Johnson City, Tennessee
Financial Planning
Take control of your financial future with a clear plan. Our business financial planning services help you set defined goals, build a smart budget, and create a tailored strategy to eliminate debt—whether it's student loans, car payments, or your mortgage. Using powerful financial software and expert guidance, we’ll help you become debt-free in 9 years or less—so you can focus on saving, growing your wealth, and investing in what matters most.
Business Funding
Fuel your business growth with flexible financial solutions tailored to you. Whether you're launching your first venture or scaling an established operation, we offer a wide range of financing options to support every stage of your journey. From traditional loans to innovative funding strategies, our solutions are built to meet the unique needs of entrepreneurs like you—so you have the tools and resources to succeed, no matter where you’re headed.
Tax Strategy
Build a smarter tax strategy with our expert guidance. We partner with your CPA to help minimize tax liabilities while ensuring full compliance with current tax laws. Through thoughtful planning and strategic entity selection, we help maximize your tax efficiency and support long-term financial success. Whether you're a small business or a large corporation, our customized strategies are designed to work for you.
Estate Planning
Secure your legacy with thoughtful estate planning. Estate planning is essential for ensuring your assets are protected and distributed according to your wishes. By establishing wills, trusts, and powers of attorney, you can safeguard your wealth and provide clarity for your loved ones. Our comprehensive approach helps minimize taxes and streamline the process, giving you peace of mind while preserving the legacy you’ve worked hard to build.
Defined Benefit Pension Plan
Unlock powerful retirement and tax benefits with a customized Defined Benefit Pension Plan. Designed for business owners and high-income earners, these plans offer a strategic way to maximize retirement savings, reduce tax liabilities, and attract top-tier talent. Our experienced team handles everything—from personalized plan design to implementation and ongoing administration—ensuring a reliable income stream in retirement and a distinct competitive advantage in your industry.
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
Parking At Our Location
Cherry Street Parking
Public Parking Lot – Tipton Street
Main and Market Street Parking Lot
What Our Clients Say
Who We Are
At Legacy Life Planning, we’re here to serve you. With over 20 years of experience working with business owners, we understand the unique financial challenges you face. Our team is committed to providing tailored protection and guidance based on your specific needs and goals.
Our mission is simple: to help you achieve true financial independence—starting with smart strategies for debt elimination and long-term wealth building.
What We Do
Take control of your money and start building real, lasting wealth. We help you reduce the interest paid to lenders, access tax-advantaged benefits, legally protect your assets, and increase your cash flow.
Our approach isn’t based on risky or unpredictable investments. Instead, we focus on guaranteed growth—so you can grow your money with confidence and clarity. Let’s put your hard-earned dollars to work—for YOU.
