Bill Eckert, AEP®, CAP®
When it comes to multigenerational wealth management, Bill Eckert, Senior Financial Advisor at Renaissance Financial, understands how hard you have worked to save for your future and protect your family. Multigenerational wealth management combines business succession, legacy planning and personal values, and it takes a skillful and experienced team to help families. Bill is among a small group of professional advisors worldwide who are an Accredited Estate Planner (AEP®) and a Chartered Advisor in Philanthropy (CAP®). Bill manages the family office for his clients, which includes tax, legal, accounting, business succession, banking, investments, insurance, asset protection, philanthropy, and real estate. Bill works with clients owning highly appreciated assets, such as real estate, farmland, and business, and aids them in strategies that can help offset capital gains tax or depreciation recapture upon their sale.
Inclusion on this list is a paid advertisement. Inclusion on this list does not bear on the financial qualifications, skill, experience or knowledge of your advisor, does not relate to the provision of financial advice and services, and is not based on any particular training, education, or subject matter expertise. Working with this firm and individual is not a guarantee of future financial results. Investors should conduct their own evaluation. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Renaissance Financial Corporation is independently owned and operated. Exp 06 2027 | 20250600673
7500 College Blvd., Suite 800, Overland Park 66210 | 913-344-7700 | Renaissancefinancial.com | Bill.Eckert@rfc.com
