Kanter Wealth Management, LLC
Financial Services - Skokie, Illinois, United States
Kanter Wealth Management, LLC Employees
Bill Kanter
Licensed Financial "Safe Money" Planner | Estate Planning Specialist | Owner
Kanter Wealth Management, LLC Senior Management
Bill Kanter
Licensed Financial "Safe Money" Planner | Estate Planning Specialist | Owner
Kanter Wealth Management, LLC Details
At Kanter Wealth Management, LLC we create "Financial Peace of Mind". Our mission is to help our clients plan and manage every phase of their financial pre and post retirement with low risk and liquid money accounts along with a comprehensive estate plan. We begin with a free investment portfolio review with a low risk money management philosophy. After advisement on a plan of action, a safe financial plan is constructed.Our Fiduciary responsibility is to do what is in the best interest of clients. We employ 5 fundamental principles in order to protect your money from market risk, unknown future tax rates, inflation, longevity concerns and estate expenses:• Your money should be safe from market loss• Your money should be tax free/deferred if possible• Your money should grow greater than inflation• Your retirement plan should consider longevity (i.e., the possibility that you will outlive your money)• Everyone should have an estate planServices Offered By Our Firm:• Low Risk – Low Volatility Money Management• Tax Free Retirement Income Planning• Guaranteed Lifetime Income Annuities• "Safe Money" Annuities• Life Insurance• Long Term Care Insurance• Legacy Maximization Strategies• Estate PlanningVisit my website www.kanterwm.com for my collection of educational videos and articles.Follow me…http://www.facebook.com/billkanterhttp://www.pinterest.com/billkanterBroker Dealer DisclosureInvestment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Bill Kanter, J.D., M.B.A. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions, Trust Company of America, Jefferson National Monument Advisor, Fidelity, Security Benefit Life and FC Stone and Wells Fargo Bank, N.A.
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