Johnson City, TN – Legacy Life Planning, a leading financial planning and estate planning firm, is proud to announce the launch of its advanced employee benefit and pension plan services. This new offering is designed to help business owners and high-income professionals maximize tax deductions while providing valuable retirement benefits for their employees.
Led by owner Lance Evans, Legacy Life Planning's team of experts specializes in creating customized employee benefit and pension plans that cater to the unique needs of business owners and their employees. The firm's focus on defined benefit plans and benefit-focused defined benefit plans sets it apart from traditional financial and tax advisors who often prioritize profit-sharing 401(k) plans and cash balance plans.
"We saw a gap in the market for advanced employee benefit and pension plan services that truly benefit both business owners and their employees," said Lance Evans, owner of Legacy Life Planning. "Our team is dedicated to providing tailored solutions that help our clients achieve their financial goals while also attracting and retaining top talent in their organizations."
Legacy Life Planning's employee benefit and pension plan services include defined benefit plans, benefit-focused defined benefit plans, and custom plan stacking to maximize benefits. The firm's Benefit-Focused Defined Benefit Plan is its most advanced retirement strategy, offering the largest possible deductions for business owners while providing lifetime income for participants and their spouses.
The key benefits of the Benefit-Focused Defined Benefit Plan include higher tax deductions, lifetime income, generational wealth transfer, and pre-retirement death benefits. This plan is ideal for business owners, high-income earners, and wealth transfer strategists seeking to optimize their retirement plans and minimize tax liabilities.
"At Legacy Life Planning, we take a comprehensive approach to employee benefits and pension planning," added Evans. "We work closely with our clients to understand their goals and provide strategic advice on the best retirement solutions. Our team ensures that the plans we implement are flexible, compliant, and designed to maximize both employer and employee benefits."
To learn more about Legacy Life Planning's advanced employee benefit and pension plan services, business owners and high-income professionals can schedule a complimentary, private, and confidential assessment with Lance Evans and his team.
About Legacy Life Planning
Legacy Life Planning is a leading financial planning and estate planning firm based in Johnson City, Tennessee. The firm specializes in creating customized employee benefit and pension plans, financial planning, estate planning, tax help, and business funding solutions for business owners and high-income professionals.
lance@legacylifeplanninglance.com
Media Contact
Name
Legacy Life Planning
Contact name
Lance Evans
Contact phone
(423) 341-8601
Contact address
404 S Roan St
City
Johnson City
State
Tennessee
Zip
37601
Country
United States
Url
https://legacylifeplanninglance.com/
