Financial Planning for Business Owners in Sevierville, TN
Legacy Life Planning - Sevierville
Strategic Business Financial Planning in Sevierville, Tennessee
Financial Planning
Take charge of your financial journey with a tailored plan. Business financial planning is about setting clear goals, creating a practical budget, and crafting a strategy to achieve them—whether it’s paying off student loans, auto loans, or mortgages. With our expertise and cutting-edge financial software, we’ll help you become debt-free in 9 years or less, unlocking the ability to save more and confidently invest in your future.
Business Funding
Empower your business with financial solutions tailored to your journey. Whether you're launching your first venture or expanding your business, we offer a wide range of options to meet your unique needs at every stage. From traditional loans to innovative financing models, we provide the resources and expertise you need to thrive and drive your business forward.
Tax Strategy
Create a tax strategy that fuels your business growth. With our expertise, we work hand-in-hand with your CPA to minimize tax liabilities while ensuring full compliance with tax laws. Through careful planning and smart structure selection, we maximize tax efficiency, driving your company’s long-term financial success. Whether you're a small business or a large corporation, we have the expertise to help you achieve your goals.
Estate Planning
Protect your legacy with thoughtful estate planning. Estate planning ensures the seamless distribution of your assets and wealth after your passing, creating clarity and security for your loved ones. This includes crafting wills, trusts, and power of attorney documents to safeguard your assets. Our approach helps minimize taxes and ensures a smooth transition, preserving your legacy and providing peace of mind for those you care about most.
Defined Benefit Pension Plan
Secure your retirement with a tailored Defined Benefit Pension Plan. Designed for business owners and high-income earners, our plans help you maximize retirement savings, reduce taxes, and attract top talent to your organization. Our expert team offers customized plan design, seamless implementation, and ongoing administration, ensuring a reliable income stream in retirement and providing you with a competitive advantage in the market.
Frequently Asked Questions
What services does Legacy Life Planning offer?
At Legacy Life Planning, we offer a range of services including estate planning, will drafting, trust management, and retirement planning. 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 complex estate planning needs?
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 Sevierville and Nearby Areas
Driving Directions from Knoxville
Driving Directions from Sevierville
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 committed to securing your financial future. With over 20 years of experience working with business owners, we have the expertise to protect your assets and address your unique financial needs.
Our mission is simple: to guide our clients toward financial independence, helping you achieve lasting peace of mind and the freedom to focus on what matters most.
What We Do
Take control of your financial future with guaranteed growth. Let us help you reduce interest paid to lenders, unlock tax advantages, legally protect your money, and increase your cash flow.
Our clients avoid risky, unpredictable investments. Instead, we focus on guaranteed growth—a secure and reliable way to grow your wealth for YOU. Start building your future with confidence today!
