Financial Planning for Business Owners in Jonesborough, TN
Legacy Life Planning - Jonesborough
Strategic Business Financial Planning in Jonesborough, Tennessee
Financial Planning
Take charge of your financial future with a clear, strategic plan. Business financial planning is about more than setting goals—it’s about executing a tailored strategy to achieve them. Whether it’s paying off student loans, auto loans, or mortgages, we provide the expertise and financial tools to help you succeed. Using our advanced financial software, we’ll guide you to become debt-free in 9 years or less, unlocking opportunities to save more and invest in your future with confidence.
Business Funding
Empower your entrepreneurial journey with tailored financial solutions. Whether you’re starting your business or expanding it, we offer a diverse range of financial options to meet your unique needs at every stage. From traditional loans to innovative financing models, we provide the resources and support you need to thrive and propel your business toward success.
Infinite Banking & IUL Planning
Provide for your family today while securing their future tomorrow. With Infinite Banking and IUL Planning, you can grow wealth and ensure your loved ones are protected.
Tax Strategy
Build a winning business tax strategy with our expertise. We collaborate closely with your CPA to minimize tax liabilities while ensuring full compliance with tax laws. Through strategic planning and smart structure selection, we maximize tax efficiency, driving long-term financial success for your company. Whether you’re a small business or a large corporation, we’re here to provide the strategic insights and support you need to thrive.
Estate Planning
Secure your legacy with thoughtful estate planning. Estate planning ensures the efficient and organized distribution of your assets after your passing, protecting your wealth and loved ones. By creating wills, trusts, and power of attorney documents, we help manage and safeguard your assets. Our process is designed to minimize taxes and provide a seamless transition, ensuring that your legacy is preserved and your loved ones are supported.
Defined Benefit Pension Plan
Maximize your retirement savings with a customized Defined Benefit Pension Plan. Designed specifically for business owners and high-income earners, our plans help you build substantial retirement wealth, reduce taxes, and attract top talent. Our expert team handles every step—from personalized plan design to seamless implementation and ongoing administration—ensuring a reliable income stream in retirement and giving your business a competitive edge in the market.
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 Jonesborough and Nearby Areas
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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 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.
What We Do
Take control of your financial future with smart, reliable strategies. Let us help you reduce the interest paid to lenders, unlock tax-favorable benefits, legally protect your assets, and increase your cash flow.
Our clients avoid risky, unpredictable investments. We focus on guaranteed growth—providing a secure, proven path to building wealth you can count on. Start growing your money for YOU today!
