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 and Portfolio Analysis
  • • Private Client Services
  • • Estate Planning Review and Referral
  • • Portfolio Expense Audit
  • • Charitable Giving
  • • Retirement Planning / Distribution Strategies
    • • University and Colleges Retirement Plans
      • • 401(a), 403(b), 457, IRA
    • • Corporate Retirement Plans
      • • 401(k), SEP, SIMPLE IRA, ESOP Strategies, etc.
  • • Strategic Asset Management
  • • College Savings / Loan Repayment
  • • Insurance Solutions
  • • Financial Education
  • • Budget Planning