Financial Planning in Kingsport, TN
At Legacy Life Planning in Kingsport, we provide strategic financial planning with a focus on your long-term success. Our approach combines secure, guaranteed growth with proactive tax strategies and smart debt management, giving you the confidence to navigate whatever the future holds. With a commitment to stability and prosperity, we help you build a strong financial foundation that supports your goals at every stage of life.
Financial Planning for Business Owners in Kingsport, TN
Feel free to reach out to us with any questions you may have. We want to hear from you!
Legacy Life Planning - Kingsport
| 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 Kingsport, Tennessee
Kingsport has one of the most distinctive economic identities in the Tri-Cities. Eastman Chemical Company, with roughly 7,000 local employees and a global headquarters anchored here, is the backbone of Sullivan County’s economy, and Kingsport has built an industrial and professional community around it that runs deep. Whether you work at Eastman, support the businesses that serve Eastman employees, or run something entirely independent, Kingsport’s financial reality is shaped by that foundation.
Lance Evans serves Kingsport clients with the same approach he brings to every engagement: direct, personalized financial strategy built around your actual numbers — not a product catalog.
The Kingsport Client: What Lance Sees Most Often
Kingsport’s workforce is disproportionately populated with skilled, long-tenured professionals. Eastman alone employs thousands with strong salaries, and Holston Valley Medical Center, Kingsport City Schools, and a strong manufacturing sector fills out the rest. These are people who have solid income, often a company retirement plan, and frequently a nagging sense that they should be further ahead financially despite doing everything right.
The gap is almost always in three places: taxes paid that didn’t need to be paid, debt carrying interest longer than it should, and supplemental wealth-building that never got off the ground because the 401(k) felt like enough. Lance’s job is to close all three gaps at once.
Why Kingsport Professionals Choose Lance Evans
Legacy Life Planning is headquartered in Johnson City, about 15 miles from downtown Kingsport. In-person consultations are available, and virtual meetings work just as well. Lance has built his reputation on results and referrals, not advertising. Most Kingsport clients come through someone else he’s already helped.
Services for Kingsport and Sullivan County
Kingsport homeowners carrying a mortgage are often surprised to find they can eliminate it significantly ahead of schedule without refinancing or dramatically increasing monthly payments. Lance's debt elimination program provides a personalized roadmap that makes the math work.
For Kingsport professionals who've maxed out their 401(k) or are looking for wealth-building outside of market-linked accounts, Infinite Banking and Indexed Universal Life strategies provide guaranteed growth, liquidity, and tax-free access to your money.
High-earning W2 employees at Eastman and other Kingsport employers often overlook legal strategies to reduce taxable income. Lance works alongside your CPA to identify contributions, structures, and vehicles that legally lower your tax bill, sometimes by thousands per year.
A Kingsport home, business interest, or investment account without an estate plan is a problem waiting to happen. Lance makes estate planning straightforward and affordable: wills, trusts, and power of attorney documents that protect your family and your legacy.
For Kingsport business owners and self-employed professionals looking to dramatically increase their tax-deductible retirement contributions, a Defined Benefit Plan can allow contributions far beyond what a SEP-IRA or 401(k) permits.
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!
Learn more about Lance
Driving Directions from Kingsport 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 with all the cash you 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 committed to your financial well-being. With over 20 years of experience working with business owners, we bring the expertise needed to protect your assets and address your unique financial concerns.
Our mission is to help you achieve true financial independence, providing you with the tools and guidance to secure your future with confidence.
What We Do
Take control of your financial future with proven strategies. We help you reduce interest paid to lenders, access tax-advantaged benefits, protect your money legally, and boost your cash flow.
Our clients avoid the uncertainty of risky investments. Instead, we focus on guaranteed growth that you can rely on, ensuring your wealth grows securely and steadily, for YOU. Start building the future you deserve today!
