Financial Planner

R. Lance Belline

 

About R. Lance Belline

R. Lance Belline is the founder and partner of Lighthouse Financial in Rogers, Arkansas, an advisory firm that provides financial planning, finances, and tax planning services to individuals and businesses. A veteran in the financial services industry, he also authored the informational and educational book More Wealth, Less Taxes, released in 2022. The book provides strategies for keeping more of what you earn while building tax-efficient wealth for the future.

Lance founded boutique financial services firm Lighthouse Financial in 2009 to help higher-income and higher-net-worth individuals plan for and reach their financial goals. The tagline at the time was befitting: “Always on Watch.”

What also eventually distinguished the firm from the outset was how they combined tax strategies into their investment strategies in an effort to lower the amount of taxes clients pay during their retirement years.

He became a Certified Financial Planner in 2002. He passed several financial industry exams: the Series 65 Uniform Investment Adviser Law Examination, the Series 63 Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination (SIE), the Series 7 General Securities Representative Examination, the Series 6 Investment Company Products/Variable Contracts Representative Examination, and the Series 26 Investment Company Products/Variable Contracts Principal Examination.

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R. Lance Belline

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