Lighthouse Financial

Chad Kennedy is very passionate, knowledgeable, efficient and has an understanding of his clients needs! He is great to work with. We highly recommend him in any financial endeavors you may have.

Steve, Michael, and the team at Lighthouse Financial have been great to work with. To start out, they provided a thorough analysis of their approach to maximize your retirement by focusing on taxes and investments. As a young professional, these topics are relatively new to me and they have walked me through every step, been transparent, and were capable of handling all my questions. Thanks to them, I'm feeling more confident about my future. Coming from someone who just entered the professional workforce w

I have recommended and will continue to recommend Lighthouse Financial. They are the best of the best when it comes to financial planning. Their advice, honesty, dedication to my financial future, and overall friendliness is priceless. As a school teacher, I have a tight budget, and Lance and his employees were able to save me money and make me feel more comfortable about my future.

Lance started overseeing my retirement plan over 18 years ago when I had only a small amount to invest. He and his amazing team at Lighthouse Financial have guided me through many life changes. Chad Kennedy is a great example of the exceptional professionals at Lighthouse Financial. He's a highly capable Financial Planner and is dedicated to finding the right financial solutions for his clients.

Linda and I have been with Lance for 30 years. Lance and now Steve and Michael are always there if you need them. It is so assuring to have someone you can trust with your retirement investments. We definitely recommend Lighthouse Financial to take care of your financial planning and investments.

My wife and I have been using Lance and his team for our financial planning for over 25 years. We are so grateful for their guidance and financial strategies that have allowed us to achieve and exceed the goals we set together all those years ago. Their team feels like an extension of our family and would highly recommend Lighthouse financial to anyone.

My wife and I met with Steve and Micheal several times and determined they were more concerned with lining their own pocket than ours. I would AVOID doing business with Lighthouse Financial.

We've been working with Ben at Lighthouse since 2019 and our portfolio is in better shape than ever. We've have had other investment advisors in the past but no one has handled our investments better. Love that Lighthouse focuses on tax implications as well as long term growth. We've had Ben as an advisor the entire time and couldn't be more pleased. He takes time to answer all our questions and helps us understand decisions and the implications. We have the utmost trust in him and the firm to do right b

We have been working with Steve at Lighthouse Financial since 2022. Steve is an excellent advisor, knowledgeable and has exceeded our expectations. Steve explains our financial plan in a way that we understand. Whenever we need to talk, he responds quickly. We highly recommend Lighthouse Financial. Dale and Danna Sands

When it comes to planning for your financial future, it can be a daunting task. I have had the real pleasure of working with Ben, Lance (and Michael) for 20+ years and now that we are getting closer to retirement, it is a GREAT reward to have taken their advice and suggestions all these years. We would have never thought at the beginning we would be able to do the things we are planning for. Thank you Light House Financial for helping get us to the end.

Team Lighthouse lives out their core values. They work as a team to make sure I am well communicated with to stay on track to meet my financial goals, they live by the golden rule, and they continue to look for cost efficient and high value ways to manage my money.

Lance, and more recently Steve, have guided me to a retirement that is beyond anything I envisioned. They have always been informative, helpful, and quick to respond to any question or concern. They have taught me the difference between working for my money, and having my money work for me. Always open, upfront, and sincere, they have Mary and my trust and our thanks!

The Lighthouse Financial team treated me and my partner with the utmost respect. Lighthouse explained the goals, the how to's, and never lost sight of how important our future security is. No matter how big or how small you can trust Lighthouse Financial.

I am abolutely ecstatic over the services recieved through Lighthouse and my Team including Steve Schulthies and Michael Yawn in Bentonville!!! I moved from a "retail" firm to a personalalized boutique firm expereince and I cannot be more grateful for the handling of my needs. Steve has a brilliant mind with a caring apraoch with a full grasp of high networth financial needs. Michael is adept at all the in the weeds processes to make the magic happen They have incorporated balanced investment strategies wit

Steve did a very comprehensive presentation; something I have never experienced with other financial advisors. He explained how to maximize my retirement, limiting exposure, and saving on taxes. His knowledge and real life experience are unmatched and I am very grateful for his guidance and advice. Thank

Lance Belline and lighthouse financial have been my go to retirement planning professionals for more than three decades. I have had nothing but a positive experience and returns working with them.

Dax and Team have always taken care of my future, and applied creative ideas to ensure I only pay what I owe to the government, and shield assets for the benefit of my family's wellbeing. They have created savings plans for me, managed my portfolio, and advised me on trust and beneficiary matters.

I would highly recommend investing with this company. They have a great team and will treat you right. I have personally known Lance Belline for many years and he has always been honest with me about making the right decisions.

I started doing business with Lighthouse a little over a year ago, and they have been nothing but first class. Chad is an excellent advisor who consistently looks out for his clients best interest. I would fully recommend them to anyone who is looking to setup a plan for success.

My wife and I have been working with Daniel Wright for more than a year, and are impressed with the service from Daniel and the team at Lighthouse Financial. They know the ins and outs of my wife's employer, and they're fun to talk with. We trust them to do well by us.

Experienced and well-versed in tax laws and an overall excellent experience. The team at Lighthouse Financial worked hard to demonstrate value and identified many things I wasn't considering prior to our discovery session, specifically tax considerations that I was unaware of. Several recommendations weren't part of my planning process, they were beyond my part-time money manager skill set. They provided long overdue peace of mind and confidence that my financial plans are sound, strategic and delivering m

Lighthouse has partnered with my wife and I for almost 20 years. Over that time, Lance and his team built the retirement plan that is now allowing us to live the life we envisioned. Their friendly, knowledgeable and practical approach to helping us manage for today and the future makes financial planning a pleasure rather than a chore.

Lighthouse Financial has done an excellent job for me. I couldn't be happier with the results! And the best part about them is their team!

My husband and I have worked with Lighthouse Financials and our accountant Riggs and Associates for over 10 years. Lighthouse has worked well with us on our financial plans and over time as our needs have changed, they've worked to alter our retirement plans. We appreciate the working relationship and good customer service.

We began working with Lance this year and haven't looked back! Lance came highly recommended by many co-workers. He and his staff are top shelf professionals, catering to our goals and expectations. We appreciate a full service approach to financial planning. B. Anderson

Lance and his team are amazing. Really helped us to understand and execute a well thought out savings plan for retirement. We are in a much better place financially with Lance?s guidance. Thank you Lighthouse. Highly recommended.

I am a huge fan of the work Daniel and Jeffrey do at Lighthouse. They are trusted advisors to me and my family and are helping us meet our savings and financial goals. I highly recommend their work and guidance.

Dax and his team are true professionals and lead the industry. I've been able to utilize Lighthouse as a resource as a small business owner and feel a sense of security behind having the right people in my corner to help me reach my goals. I am beyond happy that I have found a financial advisory team for life.

Lighthouse Financial has been amazing!!! Lance and his team are very professional, timely, and thorough. So completely satisfied with the management of our retirement account.

My wife and I have been with Lance and team for 2 years now. Everyone on the team is always pleasant and helpful when I call. Lance and his team are great to work with. They help keep us on track to retirement.

I have worked with Lance and Travis since 2003. I find their advice to be very solid. It is a combination of investment strategy and sound tax planning. The combination of the two has allowed me to avoid many of the pitfall of investing. The twosome bring sound investment options that many advisors will not consider. I have never regretted my decision to subscribe to their services. I recommend them to any one searching for investment advice and retirement planning.

My wife Evelyn and I have been clients of Lance Belline, Lighthouse Financial and AXA since 2014. We are very pleased with the financial advice and services we have received and with the diligent monitoring of our accounts. We appreciate the regular and frequent status reports we receive as well as the periodic financial memoranda from Lance which assist us to keep abreast of developments in the financial realm and the world at large which may impact our investments. We trust Lance, Lighthouse Financial and

Lance, Steve, and the entire Lighthouse team came highly recommended. They have been very helpful, and my wife and I look forward to working with them.

UPDATE (IT GETS BETTER): Lighthouse Financial founder, R. Lance Belline, Terminated by Equitable Advisors! R. Lance Belline (CRD #: 2432737) has been fired by Equitable Advisors. This disclosure appears on his BrokerCheck record, accessed on November 10, 2023. Investors should know that his termination follows six settled investor disputes. On October 16, 2023, Equitable Advisors terminated R. Lance Belline following allegations that he violated his firm?s policies by settling customer complaints away fr

I started with lighthouse at 28 years old with very little money to invest. They have helped me plan for all my major life changes while setting me up with a budget and a plan for success, all while treating me no different than other customers who came in with loads to invest. I cannot recommend this team enough.

Lance and his staff are absolutely "top shelf." I have peace of mind and trust them with my retirement planning. Great people to boot. It would be very hard to find people more caring. Love 'em. Jeff Courtway

Lighthouse Financial has been my financial adviser for over 20 years, providing investment and tax strategies that I trust. I'm grateful for this team of professionals and have recommended them to friends.

Friendly, fast, responsive, top-tier financial professionals. Grant always takes as much time as needed to help me build, maintain, and feel 100% confident in my investments and retirement plan. Highly Recommend.

John Coburn has been very helpful. He always has annual reviews with us and does an analysis of what we need to do to pay for our kids college and our retirement savings. He has always been professional and kind. I recommend him to anyone.

We have been working with Dax and Grant. Both have been extremely patient and understanding on what is important to us and the goals we wish to achieve. They are extremely approachable and take the time to explain each situation and the ?why? behind it. They truly care about what is important to you and your family!

Absolutely love doing business with this team. Everyone in their office is highly knowledgeable about the financial world, and they set their clients up to succeed. They understand tax law, insurance, and financial planning for the future better than anyone else I've ever worked with in this industry.

We've been with Lighthouse for years, great team, very professional. They understand our goals and works to help us achieve them. Feels like family.

The team at Lighthouse Financial is amazing! We are very pleased with the balanced financial planning strategy they are executing with us to meet our goals.

Chad has been very helpful and knowledgeable throughout our whole process. He is flexible with scheduling and readily available with any questions. Highly recommend!

I've been with Lighthouse Financial for over 10 years. Everyone I've had contact with has been professional, competent, and caring. Thanks to the entire team for securing my financial future!

Great experience with Lighthouse Financial planning services. We are thankful for the timely advice for our retirement plans. Highly recommend this firm!

I've trusted Lighthouse Financial for years. They continue to give me good guidance and service.

Ben and team always do a great job clearly communicating the financial goals and the plan to get there! I have recommended Lighthouse to many friends!

Extremely happy with Lance and Katie. Have been with Lance for 20 years. Always accessible and responsive.

We've been working with Lance and crew for over 10 years and couldn't be happier with their financial advice, investment choices and retirement planning. Great customer service.

They add value at every meeting and every question I ask! Very great people to work with and I am so happy we choose them to guide us in making our financial planning partners!

The team at Lighthouse has given us peace of mind and clarity on how to reach our financial goals. We highly recommend!

I wouldn't trust my money to anyone else! Lance and Grant and their team are the absolute best.

Team Lighthouse has been awesome to work with and making sure chuck and i?s retirement is secured

Nothing but good things to say. I've been a client of John Coburn (OKC/Tulsa) for over 20 years. I rely on his knowledge and advice.

Lance and Grant have been great advising us for retirement planning!

Lighthouse has been doing an amazing job helping me and my wife plan for retirement.

This team is fantastic. They offer a complete approach to financial planning, and I'd recommend them to anyone.

Welcoming to early phase planning, always available and very responsive. Good long term retirement strategy.

Transitioning out of grad school and light house has helped me in such topics as investment/ retirement planning, tackling student loans, and disability insurance.

Grant is always so informative and easy to work with.

Daniel is great to work with. Very helpful and knowledgeable.

Great team at LHF! Great education and support.

Great service, and the greatest people to boot!

The team has been very responsive and professional.

Love working with Lighthouse!

Friendly staff and helpful advisors!!

These guys are great