Legacy Life Planning

A step-by-step planning process can make complex financial questions easier to manage. Starting with a simple intake, Legacy Life Planning gathers details on income, savings, insurance, and priorities, then builds a plan that connects daily decisions to long-term outcomes. The team addresses financial planning basics, integrates tax strategy to help minimize tax burden, and explores options like infinite banking/IUL planning when suitable. | Address: 404 S Roan St, Johnson City, TN, 37601