Thinking about a liquidity event? Click here to book your FREE strategy call.

Lance Belline

Lance Belline Profile Photo

CFP, Author, Father

I am a certified financial planner who has been helping individuals and families take control of their wealth for over 20 years. throughout most of my career as a CFP, I develop financial plans, help clients stay on track, and make sure clients are adequately insured. Now I have decided to break the mold. Instead of helping people reach their financial goals, I want to help them truly thrive by reducing or eliminating the amount of wealth you pay to the IRS