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Our Story

Our founder, Lance Belline, decided to write a book to help millions nationwide reach their financial goals. His strategy, which we call "The Bucket Strategy", is changing the game for people just like you. "More Wealth, Less Taxes" was written to share the practical, time-tested strategies to help you keep more of what you earn and build tax-efficient wealth for your future.

About Lance Belline

Lance Belline has been helping individuals and families take control of their wealth for over 20 years. Born and raised in Lamar, Missouri, Lance now resides with his wife and three children in Fayetteville, Arkansas, home to his alma mater, the University of Arkansas.

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Throughout much of his career as a CFP®, Lance did what most financial advisors do: develop financial plans, help clients stay on track, and make sure clients are adequately insured. However, after fifteen years, he decided to break the mold: instead of just helping people reach their financial goals, he wanted to help them keep more of what they earn in their lifetime and avoid paying hundreds of thousands of unnecessary dollars to the IRS. How do you do that? It's called "The Bucket Strategy", and it's so simple you wish you would have thought of it earlier.

All Investment Advisory Services are provided by Waterloo Capital d/b/a Lighthouse Financial, an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or expertise. Lighthouse Financial is not affiliated with Waterloo Capital. Additional information about Waterloo Capital d/b/a Lighthouse Financial, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary, which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov. Waterloo Capital does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

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Client Relationship Summary

© 2022 by Lighthouse Financial. Check the background of this investment professional on FINRA's BrokerCheck: http://brokercheck.finra.org/

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