Legacy Life Planning, led by Lance Evans, is a financial and estate planning firm based in Johnson City, Tennessee. The firm specializes in providing comprehensive financial solutions tailored for business owners, high-income professionals, and families in the Tri-Cities area where he is based, and all over the USA.
Services Offered
1. Business Financial Planning
Legacy Life Planning offers strategic financial planning services to help business owners set clear goals, create budgets, and develop strategies to achieve those goals. They assist in eliminating debts such as student loans, auto loans, and mortgages, empowering clients to save more and invest in their futures.
2. Business Funding
The firm provides a diverse suite of financial solutions designed to meet the unique needs of every entrepreneur. Whether starting out or looking to expand, they offer options ranging from traditional loans to innovative financing models to help businesses thrive.
3. Tax Strategy
Legacy Life Planning works alongside clients' CPAs to minimize tax liabilities while remaining compliant with tax laws. They focus on careful planning and structure selection to maximize tax efficiency, contributing to a company's financial success.
4. Estate Planning
The firm offers comprehensive estate planning services, including the creation of wills, trusts, and power of attorney documents. Their process helps minimize taxes and ensures a smooth distribution of assets to preserve the legacy of loved ones.
5. Defined Benefit Pension Plans
Legacy Life Planning provides customized Defined Benefit Pension Plans to help business owners and high-income earners maximize retirement savings, attract and retain top talent, and minimize taxes. Their expert team offers personalized plan design, implementation, and administration services.
6. Employee Benefit and Pension Plan Services
The firm specializes in creating customized employee benefit and pension plans that cater to the unique needs of business owners and their employees. Their focus on defined benefit plans and benefit-focused defined benefit plans sets them apart from traditional financial and tax advisors. These plans offer higher tax deductions, lifetime income, generational wealth transfer, and pre-retirement death benefits.
Client Testimonials
Clients have praised Lance Evans for his professionalism and dedication:
• "Lance is a quality person and professional who cares about helping others. His program can save you thousands in interest fees and trim years off your mortgage."
• "Lance is awesome to work with. He’s always available and has a proven track record of helping clients achieve their goals."
• "Mr. Evans was very helpful with my tax planning benefits. He made it easy to file and helped me every step of the way."
• "Lance was super helpful in getting my father's living will done at a fraction of the cost of local attorneys.
Contact Information
Address: 404 S Roan St, Johnson City, TN 37601
Phone: (423) 341-8601
Website: https://legacylifeplanninglance.com
Legacy Life Planning is committed to helping clients achieve financial freedom and peace of mind through personalized and strategic financial planning services.
