Financial Planners in Rogers

“At the time this past year when I was looking for a better match for the stewardship of my investments, I happened to be having dinner with a friend here in Fayetteville. I hadn't seen Lance Belline in a while, but when I looked up and saw him expertly using chop sticks at a nearby table, I just had to tell him how impressed I was with his manual dexterity. I've known Lance since I moved to Fayetteville back in 2006, but didn't think I was ready for a financial planner until I retired this past year. That was mistake #1. It's never too soon to start planning for retirement. Live and learn. Mistake #2 was not going to Lance first. Why didn't I? Like I said, Mistake #2.

When Lance and I did get together for coffee to chat about our families and how life had been good to us both, I felt so comfortable with him and the things he shared with me about how Lighthouse could work with me in the right ways, I knew the time was right. And so ... I began working with Steve Schultheiss at Lighthouse. Steve and I had been long-term associates at the same company and were aware of each others' accomplishments. He was very respected and admired in the company for his financial acumen, values, and work ethic. Obviously, we had a lot of friends and acquaintances in common and our life journeys had lots of parallels. To entrust your life savings and investments to someone requires faith and confidence and is not something I take lightly. I have that trust in both Steve and Lance. Steve even took the time to sit down with both of my college-age children each one-on-one to help them get started.

The plan they presented and the advice they've dispensed have resonated deeply with me. I recommend Lighthouse Financial without reservation.“

“Working with Carla, Steve, and Quentin is always easy, and professional. Having worked with them for the last 3 years, I can say they are a fantastic, family owned business I would recommend.“