Financial Planning for Business Owners in Watauga, TN
Legacy Life Planning - Watauga
Strategic Business Financial Planning in Watauga, Tennessee
Financial Planning
Take control of your financial future with a clear plan. Business financial planning is about setting precise goals, creating a realistic budget, and developing 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 can help you eliminate your debt in 9 years or less, freeing up more resources to save and confidently invest in your future.
Business Funding
Unlock the financial resources that support your business success. Whether you're launching a new venture or expanding an existing one, we offer a diverse suite of solutions tailored to meet the unique needs of every entrepreneur at every stage. From traditional loans to innovative financing models, we provide the resources and expertise you need to thrive and grow your business.
Tax Strategy
Craft a tax strategy that fuels your business growth. With our knowledge and expertise, we collaborate with your CPA to minimize tax liabilities while ensuring full compliance with tax laws. Through thoughtful planning and strategic structure selection, we maximize tax efficiency, paving the way for your company’s financial success. Whether you're a small business or a large corporation, we’re here to provide the support and strategies you need to thrive.
Estate Planning
Ensure your legacy is safeguarded with comprehensive estate planning. Estate planning is essential for the smooth and efficient distribution of your assets after your passing, ensuring your wealth is managed and protected. This includes creating wills, trusts, and power of attorney documents to secure your assets. Our approach helps minimize taxes and ensures a seamless process, 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 customized plans help you build substantial retirement wealth, minimize 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 and 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 Watauga and Nearby Areas
Driving Directions from Britol
Driving Directions from Gray
Driving Directions from Piney Flats
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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 wealth and address your unique financial needs and concerns.
Our mission is simple: to guide you toward financial independence, empowering you to live with confidence and peace of mind.
What We Do
Take control of your financial future with guaranteed growth. Let us help you reduce the interest you pay to lenders, unlock tax-favorable benefits, legally protect your money, and increase your cash flow.
Our clients avoid risky, unpredictable investments. Instead, we focus on guaranteed growth—a secure, reliable way to grow your wealth for YOU. Start building the financial future you deserve today!
