How we can help you
Investing is personal. Important goals take time, planning and skill. Can you do this on your own or do you want help? Don’t take unnecessary risks, hire the right person right now.
Bill Westcott, Inc. focuses on retirement planning, investment management and service to the community. We follow fiduciary standards putting the investors’ financial interests ahead of ours. We seek to reduce cost as a first and important step to investment success.
Financial Planning
This service is tailored for individuals and families, offering personalized guidance to simplify and bring clarity to their financial lives.
Private Clients Services & Family Office
Our Primary Goal is to help your family grow and transfer their wealth across generations efficiently, legally, ethically, and profitably.
Bill Westcott, Inc. provides white glove, personalized experiences, including wealth strategies, manage complex portfolios, estate and tax planning, philanthropic investing, and concierge services.
Estate Planning Review and Referral
It’s important to include estate planning as part of your overall retirement strategy. Ensure your will, trusts, and other estate planning documents are up to date. Consider how you want your assets distributed after you pass and how to minimize the tax burden on your heirs. We can also refer you to an estate attorney, and CPA.
*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, legal, or trust services. These entities and their services are not affiliated with LPL Financial and Bill Westcott, Inc.
Portfolio Analysis & Expense Audit
Portfolio analysis is a quantitative method to assess an investment portfolio's characteristics, while an expense audit systematically reviews expenses for accuracy, legitimacy, and policy compliance.
Retirement Planning/Distribution Strategies
Bill Westcott Inc. will help you identify your personal financial goals for the future and build a strategy to help you address them. It's about making sure you have the resources to maintain your lifestyle and cover your needs once you stop working.
University and College Retirement Plans
Bill Westcott, Inc. helps you with your 401(a), 403(b), 457, TIAA and IRA retirement plans.
Corporate Retirement Plans
Bill Westcott, Inc. will service 401(k), SEP, and SIMPLE IRA corporate plans as well as ESOP and ESPP Strategies.
Health Insurance, Medical Supplemental, & Life Insurance
We can help with correctly timing your Medicare enrollment and supporting decision-making for the optimal Medicare Advantage, Medicare Part D, and/or Medigap coverage based on your individual circumstances.
- Private Health Insurance
- Marketplace Health Insurance
- Health Savings Accounts
- Group Health Insurance
- Long Term Care Insurance
- Long- and Short-term Disability Insurance
- Life Insurance Needs
Financial Education
Bill Westcott, Inc. offers education through the Women’s Salon Series to help you gain a clear understanding of your financial literacy.
College Savings/Loan Repayment
Explore all your options, from various account types to tax implications, and learn how to balance college savings with other financial priorities. With the right strategy, you can grow your child’s college fund over time and set them up for a successful future.
Budget Planning
Bill Westcott, Inc. assists with budgeting by calculating your net income, tracking expenses, setting realistic financial goals, and helping you adjust your spending to stay within budget.
Charitable giving
We will help you plan Qualified Charitable Distributions from your IRA. Also, create strategies to incorporate philanthropy into your financial plan using tax efficient structures as well as evaluate your impact on what you hope to achieve with your gifts.
Financial Planning
This service is tailored for individuals and families, offering personalized guidance to simplify and bring clarity to their financial lives.
Private Clients Services & Family Office
Our Primary Goal is to help your family grow and transfer their wealth across generations efficiently, legally, ethically, and profitably.
Bill Westcott, Inc. provides white glove, personalized experiences, including wealth strategies, manage complex portfolios, estate and tax planning, philanthropic investing, and concierge services.
Estate Planning Review and Referral
It’s important to include estate planning as part of your overall retirement strategy. Ensure your will, trusts, and other estate planning documents are up to date. Consider how you want your assets distributed after you pass and how to minimize the tax burden on your heirs. We can also refer you to an estate attorney, and CPA.
*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, legal, or trust services. These entities and their services are not affiliated with LPL Financial and Bill Westcott, Inc.
Portfolio Analysis & Expense Audit
Portfolio analysis is a quantitative method to assess an investment portfolio's characteristics, while an expense audit systematically reviews expenses for accuracy, legitimacy, and policy compliance.
Retirement Planning/Distribution Strategies
Bill Westcott Inc. will help you identify your personal financial goals for the future and build a strategy to help you address them. It's about making sure you have the resources to maintain your lifestyle and cover your needs once you stop working.
University and College Retirement Plans
Bill Westcott, Inc. helps you with your 401(a), 403(b), 457, TIAA and IRA retirement plans.
Corporate Retirement Plans
Bill Westcott, Inc. will service 401(k), SEP, and SIMPLE IRA corporate plans as well as ESOP and ESPP Strategies.
Health Insurance, Medical Supplemental, & Life Insurance
We can help with correctly timing your Medicare enrollment and supporting decision-making for the optimal Medicare Advantage, Medicare Part D, and/or Medigap coverage based on your individual circumstances.
- Private Health Insurance
- Marketplace Health Insurance
- Health Savings Accounts
- Group Health Insurance
- Long Term Care Insurance
- Long- and Short-term Disability Insurance
- Life Insurance Needs
Financial Education
Bill Westcott, Inc. offers education through the Women’s Salon Series to help you gain a clear understanding of your financial literacy.
College Savings/Loan Repayment
Explore all your options, from various account types to tax implications, and learn how to balance college savings with other financial priorities. With the right strategy, you can grow your child’s college fund over time and set them up for a successful future.
Budget Planning
Bill Westcott, Inc. assists with budgeting by calculating your net income, tracking expenses, setting realistic financial goals, and helping you adjust your spending to stay within budget.
Charitable giving
We will help you plan Qualified Charitable Distributions from your IRA. Also, create strategies to incorporate philanthropy into your financial plan using tax efficient structures as well as evaluate your impact on what you hope to achieve with your gifts.
Financial Planning
This service is tailored for individuals and families, offering personalized guidance to simplify and bring clarity to their financial lives.
Private Clients Services & Family Office
Our Primary Goal is to help your family grow and transfer their wealth across generations efficiently, legally, ethically, and profitably.
Bill Westcott, Inc. provides white glove, personalized experiences, including wealth strategies, manage complex portfolios, estate and tax planning, philanthropic investing, and concierge services.
Estate Planning Review and Referral
It’s important to include estate planning as part of your overall retirement strategy. Ensure your will, trusts, and other estate planning documents are up to date. Consider how you want your assets distributed after you pass and how to minimize the tax burden on your heirs. We can also refer you to an estate attorney, and CPA.
*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, legal, or trust services. These entities and their services are not affiliated with LPL Financial and Bill Westcott, Inc.
Portfolio Analysis & Expense Audit
Portfolio analysis is a quantitative method to assess an investment portfolio's characteristics, while an expense audit systematically reviews expenses for accuracy, legitimacy, and policy compliance.
Retirement Planning/Distribution Strategies
Bill Westcott Inc. will help you identify your personal financial goals for the future and build a strategy to help you address them. It's about making sure you have the resources to maintain your lifestyle and cover your needs once you stop working.
University and College Retirement Plans
Bill Westcott, Inc. helps you with your 401(a), 403(b), 457, TIAA and IRA retirement plans.
Corporate Retirement Plans
Bill Westcott, Inc. will service 401(k), SEP, and SIMPLE IRA corporate plans as well as ESOP and ESPP Strategies.
Health Insurance, Medical Supplemental, & Life Insurance
We can help with correctly timing your Medicare enrollment and supporting decision-making for the optimal Medicare Advantage, Medicare Part D, and/or Medigap coverage based on your individual circumstances.
- Private Health Insurance
- Marketplace Health Insurance
- Health Savings Accounts
- Group Health Insurance
- Long Term Care Insurance
- Long- and Short-term Disability Insurance
- Life Insurance Needs
Financial Education
Bill Westcott, Inc. offers education through the Women’s Salon Series to help you gain a clear understanding of your financial literacy.
College Savings/Loan Repayment
Explore all your options, from various account types to tax implications, and learn how to balance college savings with other financial priorities. With the right strategy, you can grow your child’s college fund over time and set them up for a successful future.
Budget Planning
Bill Westcott, Inc. assists with budgeting by calculating your net income, tracking expenses, setting realistic financial goals, and helping you adjust your spending to stay within budget.
Charitable giving
We will help you plan Qualified Charitable Distributions from your IRA. Also, create strategies to incorporate philanthropy into your financial plan using tax efficient structures as well as evaluate your impact on what you hope to achieve with your gifts.