Cfp Belline

More Wealth, Less Taxes (eBook, ePUB)

Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future

• Format: ePub

Produktbeschreibung

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

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Produktdetails

• Verlag: Morgan James Publishing
• Erscheinungstermin: 20. September 2022
• Englisch
• ISBN-13: 9781631958533
• Artikelnr.: 65262740

Autorenporträt

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.