Financial Planning for Business Owners in Spurgeon, TN
Legacy Life Planning - Spurgeon
Strategic Business Financial Planning in Spurgeon, Tennessee
Financial Planning
Take control of your financial future with a clear, actionable plan. Business financial planning is all about setting goals, building a budget, and creating a strategy to achieve them—whether it's paying off student loans, auto loans, or mortgages. With our expertise and powerful financial software, we can help you eliminate your debt in 9 years or less, freeing up your resources to save more and confidently invest in your future. Let’s make your financial goals a reality.
Business Funding
Unlock the financial solutions that fuel your business success. Whether you’re just starting your entrepreneurial journey or looking to expand, we offer a diverse range of options designed to meet your unique needs at every stage. From traditional loans to innovative financing models, we provide the resources and support you need to help your business thrive and grow.
Infinite Banking & IUL Planning
What if you could grow your money and still access it in an emergency? With Infinite Banking and IUL Planning, you can do both—with zero early withdrawal penalties.
Tax Strategy
Optimize your business with a tax strategy that drives success. With our expertise, we work alongside your CPA to minimize tax liabilities while ensuring full compliance with tax laws. Through careful planning and strategic structure selection, we maximize tax efficiency, contributing to your company’s long-term financial growth. Whether you're a small business or a large corporation, we provide the strategic support you need to thrive.
Estate Planning
Protect your legacy with comprehensive estate planning. Estate planning ensures the efficient distribution of your assets and wealth after your passing, safeguarding your loved ones' future. This includes creating wills, trusts, and power of attorney documents to manage and protect your assets. Our approach helps minimize taxes and ensures a smooth process, preserving your legacy and providing peace of mind for your family.
Defined Benefit Pension Plan
Maximize your retirement savings with a tailored 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 talent to your business. Our expert team offers customized plan design, seamless implementation, and ongoing administration, ensuring a reliable income stream in retirement and giving you 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 Spurgeon and Nearby Areas
Driving Directions from Spurgeon
Driving Directions from Bristol
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 here to secure your financial future. With over 20 years of experience working with business owners, we provide expert guidance tailored to your unique financial needs and concerns. Our mission is to help you achieve lasting financial independence and peace of mind.
What We Do
Take control of your financial future with confidence. We help you reduce the interest paid to lenders, access tax-advantageous benefits, protect your money legally, and increase your cash flow.
Our clients avoid the risks of unpredictable investments. Instead, we focus on guaranteed growth—providing a reliable, secure path to building wealth you can count on. Start growing your money for YOU today!
