Business Financial Services

At Legacy Life Planning, located on South Roan Street in Johnson City, we’re more than just financial planners—we’re your dedicated partners in long-term success! We specialize in crafting customized financial strategies tailored to business owners, covering everything from tax strategy and estate planning to finding the perfect funding solutions for business growth and expansion. With a focus on building lasting relationships, we’re committed to your financial well-being every step of the way.

Our seasoned loan consultants will help you capitalize on your business’s potential with quick access to the most innovative and flexible loan products available. We make business financing easy! We have built exclusive relationships with state-chartered community banks around the country, so you can acquire a bank loan fast, without collateral and with limited paperwork. That means the interest is tax deductible, rates are fixed, and you know the terms ahead of time. Our clients get the financing they need, with manageable payments that won’t increase as revenue grows.

David Allen Capital, Tri-Cities (Independent Agency) specializes in providing business owners the funding they need to grow, expand, or get through a tight pinch. Qualifications are simple with quick approvals and funding deposited as fast as same day if needed. Solve the "affordability" issue for your higher ticket product/services by providing our Customer Financing programs for all credit levels. Immediate approvals and no recourse to the business owner if the customer defaults. We provide the top most reputable funding solutions to business owners to fuel their business. They put it to work to grow their future income!

At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

A premier Tri-Cities business brokerage focused on helping business owners value and maximize the value of their business.

Investment advisory services offered through Brookstone Capital Management, LLC, a registered investment advisor.

Kurt A. Berry is a Financial Advisor with Stillwater Financial, LLC. since June 2002. He specializes in creating cash flow now for families, individuals and businesses to help them get out of debt and build wealth ASAP.

Business Service Bureau in Johnson City, TN servicing business in the United States.