R. Lance Belline

Footer

R. Lance Belline

R. Lance Belline is the founder and partner of Lighthouse Financial, a respected advisory firm based in Rogers, Arkansas. Since its establishment in 2009, Lighthouse Financial has been dedicated to providing comprehensive financial planning, investment management, and tax planning services to both individuals and businesses. His vision for the firm was to create a boutique financial services company that catered specifically to high-income and high-net-worth individuals. His goal was to help these clients navigate the complexities of financial planning and achieve their long-term financial objectives. The firm’s tagline, “Always on Watch,” perfectly encapsulates its commitment to vigilance and proactive financial management, ensuring that clients’ financial interests are always safeguarded.

Lance’s extensive experience in the financial services industry has been instrumental in the growth and success of Lighthouse Financial. A veteran in the field, he has devoted his career to developing strategies that help clients maximize their wealth while minimizing their tax liabilities. His expertise in this area led to the publication of his book, *More Wealth, Less Taxes*, in 2022. The book serves as a practical guide for individuals looking to build tax-efficient wealth. It offers strategies designed to help readers retain more of what they earn, thereby securing a more prosperous financial future. The book has been well-received and remains a valuable resource for those interested in effective wealth management and tax planning.

One of the distinguishing features of Lighthouse Financial is its innovative approach to investment strategies, mainly its focus on tax efficiency. From the very beginning, Belline has emphasized the importance of incorporating tax-saving strategies into investment planning. This approach is especially beneficial for clients in their retirement years, as it helps to reduce the tax burden on their retirement income. By prioritizing tax efficiency, he has enabled many clients to enjoy a more comfortable and financially secure retirement. His commitment to this aspect of financial planning has set Lighthouse Financial apart as a leader in the industry, known for its ability to create customized, tax-efficient investment portfolios.

In addition to his professional accomplishments, Lance has earned a number of significant credentials that underscore his expertise in financial planning. He became a Certified Financial Planner in 2002, a designation that highlights his commitment to ethical and effective financial planning practices. Furthermore, he has successfully passed several critical financial industry exams, including 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. These certifications reflect his deep knowledge and professionalism, reinforcing his status as a trusted advisor in the financial services industry.

Belline’s passion for financial education extends beyond his work with clients; he is also a frequent guest on various podcasts, where he shares his insights on a range of financial topics. His appearances on shows such as *Dads Making a Difference* with Cam Hall and *Capital Gains Tax Solutions* demonstrate his commitment to educating the public about financial literacy. On these platforms, he discusses critical topics like raising financially free children, creating generational wealth, and understanding the impact of taxes on financial success. His participation in these discussions reflects his belief in the power of financial knowledge to change lives and his desire to share that knowledge with a broader audience.

Generosity is another core value that Lance embodies, both personally and professionally. He has long been an advocate for giving back to the community and encourages his clients to do the same. Over the years, he has supported a number of charitable organizations, including Student Mobilization (STUMO), a Christian college ministry that helps students develop their character, leadership skills, and faith. He has also contributed to organizations such as Campus Crusade, Adventures for Missions, VIA, and New Beginnings. His commitment to philanthropy is further evidenced by his involvement with the Cobble Stone Project, a nonprofit that focuses on using agriculture to assist under-resourced communities in Northwest Arkansas. The project addresses five key areas: hunger relief, education, economic development, community building, and sustainability. Currently, he serves on the board of the American Diabetes Association – Northwest Arkansas, where he continues to make a meaningful impact through his service and leadership.

Lance’s journey in the financial industry is deeply rooted in the values he learned during his upbringing. Born in Joplin, Missouri, he grew up in a family that instilled in him the importance of hard work and financial responsibility. From a young age, he was taught to save and manage money wisely, lessons that have shaped his approach to both his personal and professional life. This early understanding of the long-term value of money has been a guiding principle throughout his career. His educational path led him to the University of Arkansas, where he laid the foundation for his future in financial planning. After graduating, he quickly established himself in the industry, bringing with him the values and principles that have made him a successful and respected financial advisor.

Outside of his professional life, Lance Belline is an avid outdoor enthusiast who enjoys skiing, golfing, and spending quality time with his family. He finds balance in his life by engaging in activities that allow him to unwind and connect with nature. Whether he’s hitting the slopes, swinging on the golf course, or enjoying a day of hunting or fishing, he values the time he spends outdoors. He is also a devoted family man who cherishes the time he spends with his wife, Jessica, and their three children. In addition to his other hobbies, he has recently taken up pickleball, adding another activity to his list of outdoor passions. His love for adventure and his commitment to his family are just as integral to his life as his professional endeavors, making him a well-rounded and grounded individual both in and out of the office.

Portfolio Website: https://lancebelline.com

Instagram
Facebook
Twitter
YouTube
Website

Powered by

Privacy Policy
Terms of use