Bill Kanter
Licensed Financial Safe Money Planner Estate Planning Specialist Owner at Brokers Alliance Inc
Based in Skokie, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Skokie
Industry
Insurance
Company size
85
Contact information
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b•••••••@brokersalliance.com
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Background
About Bill Kanter
Bill Kanter is owner of Kanter Wealth Management, LLC; a Skokie Illinois based company supporting the financial and estate planning needs of individuals and families. Bill has been an estate planning attorney & financial planning professional in the Chicago area for over 20 years. He concentrates his practice in financial planning & “safe money” retirement income planning. Bill has developed a specialty in working with clients who want their retirement income to be tax free & not just tax deferred like a traditional IRA or 401(k). Bill’s motto is “Tax Free is better than Tax Deferred.” Bill earned his joint J.D, M.B.A. from DePaul University College of Law & Graduate School of Business in 1989. He is a member of the Illinois State Bar Association (ISBA), a member of the National Academy of Elder Law Attorneys (NAELA), & a member of the National Ethics Association. Bill is fully qualified in coordinating a comprehensive estate and financial plan. With over two decades of professional experience and holding a security license (series 65), Bill has provided his clients with virtually all their financial needs, from life insurance and tax-free retirement planning to annuities and conservative money management. Bill has shared his expertise through widely attended retirement and estate planning seminars in which he explains complex concepts in easy-to-understand language. His ability to help people enjoy a financially secure, tax-free retirement has led to a loyal, growing clientele. He offers a peace of mind to his clients and the security of knowing that one’s future is financially secured through his personalized attention.
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