Financial Planning for Business Owners in Unicoi, TN
Legacy Life Planning - Unicoi
Strategic Business Financial Planning in Unicoi, Tennessee
Financial Planning
Business financial planning starts with setting clear goals, creating a budget, and developing a strategy to achieve them—whether it’s paying off student loans, auto loans, or mortgages. With our expertise and advanced financial software, we can help you eliminate your debt in 9 years or less, giving you the freedom to save more and invest confidently in your future. Let’s make your financial goals a reality!
Business Funding
Unlock the financial solutions that fuel your entrepreneurial success. Whether you're just starting or scaling your business, we offer a diverse range of options tailored to meet the unique needs of every entrepreneur. From traditional loans to cutting-edge financing models, we provide the resources and support to help you thrive at every stage of your business journey.
Infinite Banking & IUL Planning
Generate a reliable stream of income in retirement without giving up control. Infinite Banking and IUL Planning give you options that traditional retirement accounts do not.
Tax Strategy
Create a tax strategy that drives your business forward. With our expertise, we work closely with your CPA to minimize tax liabilities while ensuring full compliance with tax laws. Through careful planning and strategic structure selection, we maximize tax efficiency, positioning your company for long-term financial success. Whether you’re a small business or a large corporation, we’re here to provide the guidance and support you need to thrive.
Estate Planning
Ensure your legacy is protected with comprehensive estate planning. Estate planning is essential for the efficient and organized distribution of your assets after your passing. This includes creating wills, trusts, and power of attorney documents to protect and manage your wealth. 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 for business owners and high-income earners, our plans help you build substantial retirement wealth, reduce taxes, and attract top-tier talent. Our expert team offers personalized plan design, seamless implementation, and ongoing administration, ensuring a reliable income stream in retirement while providing your business with 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 Unicoi and Nearby Areas
Driving Directions from Blountville
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 serving business owners, we possess the knowledge and expertise to protect your wealth based on your unique financial needs and goals.
Our mission is simple: to help you achieve financial independence, ensuring you have the tools and strategies to live with confidence and peace of mind.
What We Do
Take control of your financial future with guaranteed growth. We help you reduce interest paid to lenders, access tax-favorable benefits, protect your wealth legally, 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 money for YOU. Start building the future you deserve today!
