Title: More Wealth, Less Taxes: Practical, Time-Tested Strategies toKeepMore of What Your Earn and Build Tax Efficient Wealth for the Future
Publisher: Morgan James Publishing llc
Publication Date: 2022
Language: English
ISBN 10: 1631958526
ISBN 13: 9781631958526
Binding: Soft cover
Condition: New

About this title

Synopsis

With unique and proven strategies for wealth accumulation, More Wealth, Less Taxes is designed for individuals seeking ways to pay lower taxes during their lifetime—especially during retirement.

As a veteran in the financial services industry, Lance Belline knows how essential it is to save strategically and understand how the tax code works. More Wealth, Less Taxes is his guide for anyone who wants to go from “good” to “great” financially. Filled with real-life examples and stories of clients growing their wealth before —and after—they learned of the bucket strategy, Belline’s guide helps individuals gain confidence, peace of mind, and clarity of how they should save and invest. His approach is designed for anyone seeking to learn more about potential tax savings, wealth creation, and financial pitfalls to avoid.

About the Author

Lance Belline, CFP, CHFC, is a 25+ year veteran in the financial services industry. He founded Lighthouse Financial with one employee in 2005; today, Lighthouse Financial consists of eight employees, ten advisors, and two CPAs with over $600M in assets under management. In 2008, Belline also founded a nationwide mastermind group comprised of six advisors/firms that share best practices, ideas, financial and tax strategies to better serve their clients. He resides in Fayetteville, Arkansas.

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