Lance Belline is a seasoned financial planner with over 20 years of experience, dedicated to helping individuals and families build wealth through strategic financial planning and tax efficiency. Growing up with a strong work ethic, Lance learned the value of saving and setting financial goals early in life. He now focuses on asset location strategies, helping clients organize their investments into three categories: pre-tax, after-tax, and tax-free, to minimize taxes and maximize Growth over time. He emphasizes the importance of compound interest in wealth-building and encourages people to start saving early and remain patient as their investments grow.
Lance also advocates for teaching children about financial responsibility, encouraging parents to involve their kids in Money management from a young age. By setting up credit cards with limits and automatic payments for children, Lance helps them establish good credit and understand key financial concepts like interest rates. Additionally, Lance provides valuable tax strategies for small business owners, such as putting children on payroll to take advantage of tax-free income, further enhancing wealth-building opportunities.
For those looking to take control of their financial future, Lance offers free resources on his website, including expense planning worksheets, savings tools, and Estate planning guides. He also shares his expertise through his book, More Wealth Less Taxes, which provides actionable advice for anyone looking to accumulate wealth while minimizing taxes. Take the first step toward securing your financial future by visiting Lance’s website and exploring the wealth of resources available to help you plan, save, and grow your wealth effectively.
This is a replay of our Giving Kredit Podcast, and we’re thrilled to share it again with you!
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