October 06, 2025 – PRESSADVANTAGE –
Legacy Life Planning Lance, a financial services firm, has expanded its financial planning services to address the growing demand from business owners and entrepreneurs throughout the Tri-Cities region. The expansion includes enhanced debt elimination strategies and tax planning methodologies designed to help clients achieve financial independence within accelerated timeframes.
The firm’s expanded services now incorporate a systematic approach to debt reduction that enables clients to eliminate all debts, including mortgages, within nine years or less. This methodology focuses on restructuring existing payment schedules to reduce interest payments while maintaining current spending levels.
“Business owners in our region face unique financial challenges that require specialized planning approaches,” said Lance Evans, founder of Legacy Life Planning Lance. “Our expanded services address these challenges through integrated strategies that combine debt reduction, tax optimization, and retirement planning into a cohesive framework.”
The expanded financial planning services encompass six primary areas: comprehensive financial planning, business funding solutions, infinite banking and indexed universal life insurance planning, tax strategy development, estate planning, and defined benefit pension plans. Each service area has been structured to address the specific requirements of entrepreneurs and high-income earners operating in Northeast Tennessee and Southwest Virginia.
The firm’s approach to financial planning begins with establishing measurable financial objectives and developing detailed budgets aligned with each client’s business and personal circumstances. Through structured debt repayment plans and budgeting frameworks, the firm provides ongoing financial education and support throughout the planning process.
For business owners specifically, the company’s financial planning now includes customized defined benefit pension plans that enable maximum retirement savings while reducing tax obligations. These plans also function as employee retention tools for businesses seeking to attract qualified personnel. The firm additionally facilitates access to business funding solutions ranging from traditional lending to alternative financing models appropriate for various business growth stages.
Tax strategy services involve coordination with clients’ certified public accountants to develop business tax strategies that reduce liabilities while maintaining regulatory compliance. This collaborative approach enables both small businesses and larger corporations to optimize their tax positions through legitimate planning strategies.
“The integration of tax planning with debt reduction and retirement strategies creates efficiencies that traditional planning approaches often miss,” added Evans. “This comprehensive approach allows business owners to address multiple financial objectives simultaneously.”
Estate planning services complete the expanded offerings, assisting clients with asset distribution planning through the creation of wills, trusts, and power of attorney documents. These instruments help ensure the orderly transfer of business and personal assets to designated beneficiaries.
The firm has noted increased demand for its services from business owners seeking alternatives to traditional financial planning approaches. Client feedback, reflected in online reviews, indicates particular interest in Legacy Life Planning’s debt elimination strategies and tax optimization services.
Legacy Life Planning Lance serves the Tri-Cities region of Northeast Tennessee and Southwest Virginia, including Bristol, Kingsport, Johnson City, and surrounding communities. The firm operates Monday through Friday and provides consultations for business owners and individuals seeking comprehensive financial planning solutions.
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For more information about Legacy Life Planning Lance, contact the company here:
Legacy Life Planning Lance
Lance Evans
(423) 341-8601
lance@legacylifeplanninglance.com
Legacy Life Planning Lance
404 S Roan St
Johnson City, TN 37601, United States
