Financial Planning for Business Owners in Kingsport, TN
Legacy Life Planning - Kingsport
Strategic Business Financial Planning in Kingsport, Tennessee
Financial Planning
Take control of your financial destiny with a clear, actionable plan. Business financial planning isn’t just about setting goals—it’s about creating a strategy to achieve them. Whether it’s paying off student loans, auto loans, or mortgages, we provide the expertise and tools to help you succeed. Using our advanced financial software, we’ll help you eliminate your debt in 9 years or less, giving you the freedom to save more and invest confidently in your future. It’s time to turn your financial goals into reality.
Business Funding
Empower your business with tailored financial solutions. Whether you’re launching your first venture or scaling for growth, our diverse suite of financial options is designed to meet your unique needs at every stage of your journey. From traditional loans to innovative financing models, we provide the resources and support to help your business thrive and reach new heights.
Infinite Banking & IUL Planning
Tired of feeling out of control with your money? Infinite Banking and IUL Planning put you back in charge, offering flexibility, access, and long-term growth potential.
Tax Strategy
Create a tax strategy that drives your business forward. With our expertise, we collaborate with your CPA to minimize tax liabilities while ensuring full compliance with tax laws. Through strategic planning and careful structure selection, we maximize tax efficiency and contribute to your company’s long-term financial success. Whether you’re a small business or a large corporation, we have the solutions and support to help you thrive.
Estate Planning
Ensure your legacy is preserved with strategic estate planning. Estate planning is essential for the organized distribution of your assets, ensuring they are handled efficiently after your passing. This involves crafting wills, trusts, and power of attorney documents to protect and manage your wealth. Our tailored process helps reduce taxes and ensures a seamless transition, safeguarding your legacy and providing peace of mind for your loved ones.
Defined Benefit Pension Plan
Maximize your retirement and business success with a customized Defined Benefit Pension Plan. Designed for business owners and high-income earners, our plans help you grow your retirement savings, reduce taxes, and attract top talent to your organization. Our experienced team offers personalized plan design, seamless implementation, and ongoing administration to ensure a reliable income stream in retirement, all while giving your business a competitive edge in the marketplace.
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 Kingsport and Nearby Areas
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What Our Clients Say
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!
