Retirement and investing:
What's important, is what you do
once you know what you are doing.
A trusted ally could be a valuable asset.
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 trusted financial ally, we invite you to come in and meet us.
OUR PHILOSOPHY
It is important to have a long-term approach to retirement and investing. Education is essential to navigate the path to lifetime financial goals with confidence.
It is prudent for the investor to understand how their investments work and what they cost. The best interest of the client is served most effectively when there is full disclosure between the adviser and the investor.
We believe having a trusted adviser is an important tool for making many kinds of financial decisions. For over 30 years 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 trusted adviser can be a truly valuable asset.
In the center of Tucson
2030 E. Speedway, Suite 202
Tucson, AZ 85719-4749
PHONE: (520) 795-3955
FAX: (520) 795-3782
E-MAIL: joanna@billwestcott.com
