Bill Eckert CAP®
Bill Eckert is a financial educator, speaker, and senior financial advisor at Renaissance Financial Corporation who specializes in working with high-net-worth families with their philanthropic giving, tax management and intergenerational wealth transfer. Bill is an expert on showing families how they can truly make a philanthropic impact in their communities through their giving.
Bill is among a small group of individuals worldwide who is a Chartered Advisor in Philanthropy. This means that he has received training that provides him with an in-depth knowledge of the entire philanthropic planning process, this includes, but is not limited to, estate and trust documents, taxation, accounting, insurance, and investment tools to help clients articulate and advance their highest aspirations for self, family, and Society
Bill works with clients owning highly appreciated assets, such as real estate and farmland, and aids them in strategies that can help offset capital gains tax or depreciation recapture upon their sale. Through the use of various charitable trusts, Bill helps these clients potentially create more efficient streams of income from the asset, which then pass to the family and/or charity involved.
Bill has experience and knowledge in creating tax free retirement income for his clients through premium finance strategies and life insurance within qualified retirement plans.
Bill is an avid hunter and shares his passion of hunting with veterans as a way of honoring them for their service and sacrifices. To accomplish this, Bill started a non-profit organization called KAMO Adventures, which takes veterans to a Missouri farm for turkey and deer hunting and to Stockton Lake for fishing.
Bill lives with his wife, Shanthi, in Leawood, Kansas, and they have four grown children who also live in Kansas City.
Bill Eckert is a registered representative and investment advisor representative of Securian Financial Services, Inc. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.