Profile: Bill Carter

Bill has over 35 years in the insurance and financial industry. The last 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 is an avid volunteer with various charitable organizations in Oregon. Bill is a licensed life insurance professional in Oregon and Washington and is a member of the National Ethics Association. He is also a graduate of Washington State University, has been married for over 35 years and has two adult married children and two grandchildren.

“There are many ways to design a retirement plan, but it often seems overwhelming. There are so many unanswered questions. Do I have enough money to retire on? What if my spouse or I live longer than we expected? Will we have enough income? What about unexpected medical costs or long term care? How much risk can I take in today’s economic environment? Many of these questions can be addressed and solutions can be implemented by experienced, well trained, high integrity investment advisers.”

“I love the Northwest, the natural beauty, the people, the recreation is the best anywhere.” Bill Carter

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Bill Carter
(503) 481-8595

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Bill Carter

5200 SW Meadows Road 150 Lake Oswego, OR 97035

(503) 481-8595

Disclaimer: The information presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.