Financial Planning for Business Owners in Piney Flats, TN
Legacy Life Planning - Piney Flats
Strategic Business Financial Planning in Piney Flats, Tennessee
Financial Planning
Take control of your financial journey with a tailored plan. Business financial planning is about setting clear goals, creating a solid budget, and developing a strategy to eliminate debts like student loans, auto loans, and mortgages. With our expertise and advanced financial software, we’ll help you eliminate your debt in 9 years or less—empowering you to save more and confidently invest in your future. Let’s turn your financial goals into reality!
Business Funding
Unlock the financial solutions that drive your business forward. Whether you're starting a new venture or scaling an existing one, we offer a diverse range of options to meet the unique needs of every entrepreneur at every stage of their journey. From traditional loans to innovative financing models, we provide the resources and expertise to help your business thrive and reach new heights.
Infinite Banking & IUL Planning
Prepare for future education costs without sacrificing your retirement. Infinite Banking and IUL strategies let you grow money that can be used when and how you need it.
Tax Strategy
Create a tax strategy that drives business success. With our expertise, we work closely with your CPA to minimize tax liabilities while ensuring full compliance with tax laws. Through strategic planning and thoughtful structure selection, we maximize tax efficiency, setting the stage for your company’s long-term financial success. Whether you're a small business or a large corporation, we’re here to help you thrive.
Estate Planning
Protect your legacy with comprehensive estate planning. Estate planning is crucial for ensuring the organized and efficient distribution of your assets after your passing. It involves creating wills, trusts, and power of attorney documents to safeguard and manage your wealth. Our process helps minimize taxes and ensures a seamless transition, preserving your legacy and providing peace of mind for your loved ones.
Defined Benefit Pension Plan
Maximize your retirement savings with a customized Defined Benefit Pension Plan. Designed for business owners and high-income earners, our plans help you grow substantial retirement wealth, reduce tax liabilities, and attract top-tier talent to your business. Our expert team provides personalized plan design, seamless implementation, and ongoing administration to ensure a predictable income stream in retirement, giving you a lasting competitive advantage 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 Piney Flats and Nearby Areas
Driving Directions from Kingsport
Driving Directions from Britol
Driving Directions from Gray
Driving Directions from Piney Flats
Driving Directions from Unicoi
Driving Directions from Elizabethton
What Our Clients Say
Who We Are
Legacy Life Planning is dedicated to securing your financial future. With over 20 years of experience working with business owners, we bring the expertise to protect your wealth based on your unique needs and financial goals.
Our mission is clear: to help our clients achieve true financial independence and empower them to live confidently, knowing their future is secure.
What We Do
Take control of your financial future with confidence. We help you reduce interest paid to lenders, unlock tax-advantageous benefits, legally protect your assets, and increase your cash flow.
Our clients avoid risky, unpredictable investments. Instead, we focus on guaranteed growth—providing a secure, reliable path to building wealth you can trust, for YOU. Start growing your money with certainty today!
