Financial Planning in Jonesborough, TN
At Legacy Life Planning in Jonesborough, we offer comprehensive financial planning with a focus on your future. Our approach blends secure, guaranteed growth with proactive tax strategies and effective debt management, empowering you to confidently face whatever challenges come your way. With an emphasis on long-term stability and success, we help you build a solid financial foundation that supports your goals throughout every stage of your journey.
Jonesborough Has Deep Roots.
Your Financial Plan Should Too.
Feel free to reach out to us with any questions you may have. We want to hear from you!
Legacy Life Planning - Jonesborough
| Monday | 9:00 AM - 4:30 PM |
| Tuesday | 9:00 AM - 4:30 PM |
| Wednesday | 9:00 AM - 4:30 PM |
| Thursday | 9:00 AM - 4:30 PM |
| Friday | 9:00 AM - 4:30 PM |
Strategic Business Financial Planning in
Jonesborough, Tennessee
Jonesborough is unlike any other community in Northeast Tennessee. Founded in 1779, it’s the oldest town in the state — a place where Main Street still functions as a genuine civic center, where the International Storytelling Center draws visitors from across the country every October, and where residents have consciously chosen small-town character over suburban convenience.
That choice tends to attract a particular kind of person: professionals, artists, small business owners, and families who have planted deep roots and are building wealth deliberately. They’re not looking for generic financial advice. They’re looking for someone who understands what they’re building and helps them protect it.
Lance Evans at Legacy Life Planning serves Jonesborough and Washington County with the same depth of planning he provides to clients throughout the Tri-Cities — with virtual consultations available so the 10-minute drive to Johnson City is always optional, never required.
Who Lives and Works in Jonesborough
Jonesborough’s residents span a wider financial range than a zip code might suggest. The historic district draws antique dealers, restaurant owners, boutique operators, and creative professionals who’ve built real businesses along Main Street. The surrounding residential neighborhoods house Washington County government employees, ETSU faculty and staff who prefer Jonesborough’s character over Johnson City’s density, and families who’ve owned property here for generations.
What they share: a strong attachment to what they’ve built, a tendency to underutilize the tax and retirement tools available to them, and in many cases an estate plan that either doesn’t exist or hasn’t been touched since the kids were young.
Services for Jonesborough and Washington County
Debt Elimination & Financial Planning
Jonesborough homeowners who want a clear timeline for paying off their mortgage and consumer debt — without refinancing, without lifestyle changes — benefit from Lance's software-driven cash flow strategy. Most clients eliminate all debt in nine years or less.
Infinite Banking & IUL Planning
For Jonesborough professionals and business owners who want guaranteed, tax-free growth outside of market-dependent accounts, Infinite Banking provides liquidity, death benefit protection, and a capital reserve that doesn't depend on how the market performs in any given year.
Tax Strategy
Main Street business owners and self-employed Jonesborough residents often overpay taxes because their entity structure and retirement contributions haven't kept pace with their income. Lance works alongside your CPA to identify what's being missed.
Estate Planning
Generational property, family businesses, and a community as rooted in history as Jonesborough make estate planning especially important here. Wills, trusts, and power of attorney documents at a fraction of attorney fees — with online access to update anytime.
Frequently Asked Questions
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!
Driving Directions from Jonesborough and Nearby Areas
What Our Clients Say
Lance is a quality person and professional who cares about helping others. If you need help eliminating debt he is your man. His program can save your $1000s in interest fees and trim YEARS off your mortgage. Don't call....RUN to see him. Imagine what you can do will all the cash your save! Literally life changing!
Lance is awesome to work with. He’s always available and has a proven track record of help clients achieve their goals. I would highly recommend to anyone.
Who We Are
Legacy Life Planning is dedicated to securing your financial future. With over 20 years of experience serving business owners, we have the expertise to provide personalized protection tailored to your unique financial needs and goals. Our mission is to help you achieve lasting financial independence, giving you peace of mind and the freedom to focus on what matters most.
Serving Tennessee's Oldest Town
Jonesborough has preserved its character for over 245 years. The people who live here tend to think long-term. That’s exactly the mindset that makes them great candidates for the kind of strategic financial planning Lance does. If you’re ready to have a real conversation about your financial future, schedule a free consultation — in person or virtually.
