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Lighthouse Financial
3614 West Southern Hills Boulevard, Rogers, Arkansas 72758
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About the Lighthouse Financial
Lighthouse Financial is a boutique financial institution located at 3614 West Southern Hills Boulevard in Rogers, Arkansas. Our team of 11 financial professionals, with backgrounds in CPA and estate planning, have over 60 years of combined experience. We offer personalized strategies that combine investment and tax strategies to help clients accumulate wealth tax-efficiently and prepare for a tax-efficient retirement.
Our focus is on working with high income and high net worth individuals to help them reach their financial goals. By incorporating tax advantaged strategies into our investment approaches, we aim to lower the amount of taxes our clients pay during their retirement years. We believe that taxes are one of the largest expenses in retirement, and by reducing this burden, our clients can achieve a more comfortable retirement lifestyle or transfer more wealth to their family.
At Lighthouse Financial, we are dedicated to providing professional support, education, and informed direction to each client. We offer a wide range of product choices and approaches tailored to individual needs, ensuring that clients can work towards financial independence with confidence. Visit our offices in North Little Rock, Rogers, AR, and Oklahoma City, OK to learn more about how we can help you plan for a secure financial future. Advisory services are provided through Waterloo Capital, L.P., an SEC Registered Investment Advisor. Lighthouse Financial and Waterloo Capital, L.P. are separate entities.
Photos of Lighthouse Financial
3614 W Southern Hills Blvd Suite 102, Rogers, AR 72758, United States
Opening hours of Lighthouse Financial
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Lighthouse Financial
"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 from the firm. The complaints were regarding illicit advisory fees and alleged unauthorized trading. RUN FOR YOUR LIFE! DO NOT UTILIZE UNLESS YOU WANT: Your investments to under-perform every single year (because they will always lag the market/indexes) To pay excessive fees (advisory & product fees) To be placed in poor products (that are specifically chosen to line their pockets, not yours) A lack of transparency (their online client site/portal is INTENTIONALLY set up in a way that you cannot easily calculate/understand your actual returns and expenses/fees; you have to rely on what they tell you verbally – I wonder why...) To pay for their big homes, luxury cars, and country club memberships DO NOT BE FOOLED! THESE ARE SALESMAN, NOT FINANCIAL EXPERTS. My portfolio has recovered (because I fired them), but the financial damage they caused me will never be forgotten on my end. You worked hard for your money, don’t trust this company to properly manage it!"
"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."
"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."
"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."
"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."
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