Financial Planning for Business Owners in Telford, TN
Legacy Life Planning - Telford
Strategic Business Financial Planning in Telford, Tennessee
Financial Planning
Business financial planning is about setting concrete goals, crafting a budget, and creating a strategy to achieve them—whether it's paying off student loans, auto loans, or mortgages. With our expertise and advanced financial software, we’ll 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 turn your financial goals into reality!
Business Funding
Unlock the financial solutions that fuel your business success. Whether you're just starting or looking to grow, we offer a diverse range of options tailored to meet the unique needs of entrepreneurs at every stage. From traditional loans to innovative financing models, we provide the resources and expertise you need to thrive and take your business to the next level.
Infinite Banking & IUL Planning
Entrepreneurs need flexibility—Infinite Banking and IUL Planning offer just that. Use your money to fund opportunities while continuing to grow long-term wealth.
Tax Strategy
Create a tax strategy that propels your business forward. 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 and help drive long-term financial success. Whether you’re a small business or a large corporation, we have the tools and knowledge to support your growth and success.
Estate Planning
Ensure your legacy is protected with thoughtful estate planning. Estate planning is crucial for the organized and efficient distribution of your assets after your passing. This includes creating wills, trusts, and power of attorney documents to safeguard your wealth and manage your assets. Our process helps minimize taxes and ensures a smooth transition, preserving your legacy and providing peace of mind for your loved ones.
Defined Benefit Pension Plan
Maximize your retirement savings with a tailored Defined Benefit Pension Plan. Designed specifically for business owners and high-income earners, our plans help you grow substantial retirement wealth, minimize taxes, and attract top-tier talent. Our expert team provides personalized plan design, seamless implementation, and comprehensive administration, ensuring a predictable income stream in retirement and giving you 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 Telford and Nearby Areas
Driving Directions from Telford
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 dedicated to securing your financial future. With over 20 years of experience serving business owners, we have the expertise to protect your wealth and address your unique financial concerns.
Our mission is clear: to guide you toward financial independence, empowering you to achieve lasting peace of mind and the freedom to focus on what matters most.
What We Do
Take control of your financial future with strategies you can trust. Let us help you reduce the interest paid to lenders, access tax-favorable benefits, legally protect your money, and increase your cash flow.
Our clients avoid unpredictable, risky investments. Instead, we focus on guaranteed growth—providing a secure, reliable way to grow your wealth for YOU. Start building the financial future you deserve today!
