At Legacy Life Planning, you get practical strategies that fit real budgets and real timelines, delivered with straightforward communication and a clear action plan. Serving Johnson City, Tennessee, we focus on organizing every part of your financial life so decisions reinforce one another. That includes financial planning built around your goals, estate planning to simplify what happens next, and tax strategy to help keep more of what you earn. We also guide clients through infinite banking/IUL planning to enhance liquidity and flexibility, and we design defined benefit pension plans for professionals and business owners who want predictable retirement income. If you’re growing a company, we can assess business funding alongside your broader plan, ensuring capital decisions align with risk tolerance and long-term objectives. From coordinating accounts to adjusting when life changes, we provide ongoing support that keeps your roadmap relevant. Connect with our team to craft a plan that protects today, builds for tomorrow, and preserves what matters most.
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