More Wealth, Less Taxes
Welcome to the first step toward regaining control of your finances…
About the book
Have you ever watched a documentary on how salmon swim upstream? It’s a perfect picture of how most people think and feel about financial independence. Whether young or approaching retirement, self-employed, or building a career, it seems like an exhausting upstream battle. The rushing water could be compared with the nonstop flow of information, contradicting opinions, and the jargon financial professionals use. More Wealth, Less Taxes teaches you how to navigate these tumultuous waters (and avoid the grizzly bear) so you can achieve your financial goals more efficiently.
Meet the author
Lance Belline is a Certified Financial Planner and CEO of Lighthouse Financial, an advisory firm in Rogers, Arkansas. Lance communicates in plain-spoken English, with warmth and familiarity. He makes the complex understandable, using before-and-after stories to demonstrate his wisdom. He’s motivated by a desire to see others around him thrive financially. He teaches them to grow wealth, give generously and maximize tax efficiency. When he’s not helping others navigate financial waters, you can find Lance skiing on the waters, swinging on the golf course, and spending time with his wife and three children.
Book Resources
Asset
Organizer
Comparison of Estate
Planning Options
Expense Planning
Worksheet
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Lance Belline is the author of the informational and educational book, More Wealth, Less Taxes. The book’s subject matter is not intended and should not be relied upon as investment or financial advice, nor does it constitute an offer, recommendation, or solicitation. You should work with your own financial professional and seek the services of your tax, legal, and other financial professionals as needed, based on your particular circumstances prior to making investment decisions. Investing involves risk, including loss of principal invested.
Lance Belline offers securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offers investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offers annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC). Lighthouse Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Lighthouse Financial, Equitable Advisors and its affiliates and associates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstance. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. ChFC® is a professional designation of the American College.
For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
PPG-4824265.1 (9/22)(Exp. 9/24)