We believe our commitment to our client’s sets our company apart. Beyond helping you with your financial planning and investment needs, we also support you by being a continuous, reliable resource as your financial circumstances change and evolve over time.Learn More
To reach your goals, you need a plan of action that incorporates all elements of your financial picture. We evaluate your entire financial situation to develop a comprehensive plan for your unique circumstances and goals.Learn More
Knowledge and understanding are the keys to believing you’re making the right decisions. We make every effort to provide straightforward explanations of our analysis and recommendations. We also stand ready to provide personalized guidance and advice whenever you need it.Learn More
Your Lifelong Financial Partner
It’s easy to be indecisive when surrounded by the daily drumbeat of frequently confusing financial news and contradictory expert opinions. Stoking uncertainty and concern about the financial future appears to be an effective way for news outlets to attract a large audience. But most of us really seek to better understand whether we will have enough money to maintain the quality of our lives in retirement and, if possible, leave something to future generations and/or causes we strongly believe in. Without trusted guidance and easy-to- understand advice, it’s hard to be confident about your financial future. We seek to address this concern by serving as a trusted and reliable resource.
We are Westlake Financial Advisors LLC, registered representatives with an independent brokerage firm, United Planners Financial Services dedicated to assisting individuals, business owners, and families with their greatest financial goals. Connecting education, academic-driven investment strategies, and a holistic financial planning approach, we strive to empower you to take an active role in your financial life, make informed decisions, and pursue your goals. And throughout the process, we’re here to provide you with guidance, support, and advice.
Based in Westlake Village, California, we work with clients throughout the Los Angeles area and around the country. If you’d like to learn more about how we may be able to assist you, contact us for a complimentary consultation.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The Other Sure Thing
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Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Investors who put off important investment decisions may face potential consequence to their future financial security.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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A presentation about managing money: using it, saving it, and even getting credit.
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