Bill Westcott, Inc.

A trusted ally is a valuable asset, let us help you through the seasons of your life.

Choosing the right path to take with your retirement and investments can be complex and confusing. Bill and JoAnna Westcott have decades of experience helping people navigate life’s financial transitions.

Retirement and Investing

What’s important, is what you do once you know what you are doing. When you retire, what you know will be as important as what you have saved.


Choosing the right path to take with your retirement and investments can be complex and confusing. Bill and JoAnna Westcott have decades of experience helping people navigate life’s financial transitions.

Financial decisions have consequences that can last a lifetime and beyond.

The first step is to decide if you can do it on your own or if you need help. If you are looking for a qualified financial ally, we invite you to come in and meet us. When you retire, what you know will be as important as what you have saved.


We take a long-term approach to retirement and investing to help you navigate the path to lifetime financial goals with confidence.

The prudent investor understands how their investments work and what they cost. 

We believe having a qualified adviser is an important tool for making many kinds of financial decisions. For nearly four decades, we have taken the time to make trust and understanding the central feature of every relationship.  

What’s important is what you do once you know what you are doing; at that point, having a qualified adviser can be a truly valuable asset.

During this COVID-19 crisis, our first priority is the safety and well-being of those we work with and with our clients and their families. while maintaining focus on keeping everyone safe, we are working both remotely and in the office. we are available by phone, video or email. if you need anything, please call (520) 795-3955.