William "Bill" Stevens, WestPac Wealth Partners

William "Bill" Stevens, WestPac Wealth Partners I help personal and business clients make smart financial decisions.

09/08/2026

Starting a business comes with both advantages and challenges so important to consider the pros and cons before taking the leap into self-employment.

A family-centered financial plan can help you:✅ Prepare for college costs✅ Plan for retirement (yours and your parents’)...
09/04/2026

A family-centered financial plan can help you:

✅ Prepare for college costs

✅ Plan for retirement (yours and your parents’)

✅ Protect loved ones with insurance

✅ Navigate estate planning and wealth transfer

Financial planning with your whole family can allow you to create, manage, and transfer wealth to benefit everyone

🏈 Football season is almost here, and all 32 NFL teams are bringing something new to the field.From offseason moves and ...
09/03/2026

🏈 Football season is almost here, and all 32 NFL teams are bringing something new to the field.

From offseason moves and fresh faces to shifting expectations across every division, there’s no shortage of storylines heading into 2026.

The season opens with the New England Patriots facing the Seattle Seahawks in a Super Bowl 60 rematch, and that’s just the beginning.

Whether you’re following your hometown team, setting a fantasy lineup, or just counting down to Sundays on the couch, now’s a great time to catch up on what changed during the offseason.

🏆 Which team are you watching most closely this season?


Source:

NBC Sports has 32 team previews full of stats, storylines and projections that could shape your favorite team’s season.

Amid the emotional and financial tumult of a divorce, it’s critical to ensure that you’re properly covered by insurance....
09/02/2026

Amid the emotional and financial tumult of a divorce, it’s critical to ensure that you’re properly covered by insurance. If you’re recently divorced, or going through a divorce, here are some steps to take to ensure that you’re protected.

If you are going through a divorce, here are some steps to take to help ensure that you’re properly protected by insurance.

Looking to find calm during volatile markets? Consider ways to diversify
09/01/2026

Looking to find calm during volatile markets? Consider ways to diversify

During volatility, avoid “panic moves” and consider ways to diversify, including annuities and whole life insurance

For a small business, the loss of a key person could cause financial hardship.
08/28/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Your income sources, budget, and health are all important considerations for retirement that you’ll want to plan ahead f...
08/26/2026

Your income sources, budget, and health are all important considerations for retirement that you’ll want to plan ahead for. Here are a few tips to help you prepare for your golden years

Retirement can sound like a dream. To help ensure that your retirement truly is dreamy, it’s wise to plan ahead

Your 30s can be an exciting time. You’re advancing in your career, making more money than you ever have before, but reme...
08/25/2026

Your 30s can be an exciting time. You’re advancing in your career, making more money than you ever have before, but remember that each increase in income doesn’t necessarily mean you should increase your lifestyle. Now is a prime time to increase you

In your 30s, you may earn more money than ever before. That's why it’s an important time to start preparing for retirement.

Three tips for giving smart from the heart.
08/21/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Discover a way to help make your retirement assets more valuable with the IRA Maximization strategy
08/19/2026

Discover a way to help make your retirement assets more valuable with the IRA Maximization strategy

Advanced Planning Strategies Explained

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7047 East Greenway Parkway
Scottsdale, AZ
85254

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