Watch a quick video to learn about our
Bill Carter | Retirement Planning Specialist
Mr. Carter has over 40 years in the insurance and financial industry. The past 20 years as President of his own company with over 200 employees and 14 locations in Oregon and has been an industry leader since the mid seventies. Bill semi retired after selling his company to a national corporation in 2009. He filled his time volunteering with various charitable organizations in Oregon until 2014, when he formed Retirement Planning Solutions. Bill is a licensed life insurance professional in Oregon and Washington and is a member of the National Ethics Association and Better Business Bureau.
Bill has served on various company, charitable and civic boards during his career and completed “Leadership Lake Oswego” a one year community leadership program. He is also a 1973 graduate of Washington State University, has been married for almost 40 years and has two adult children and two grandchildren. Mr. Carter has been a resident of the Northwest his entire life.
What We Do For Clients
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
We Love To Meet New People!