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.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
What can be learned from the savings rate?
A windfall from a loved one can be both rewarding and complicated.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
For many, retirement includes contributing their time and talents to an organization in need.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are hundreds of ETFs available. Should you invest in them?
Here’s a quick guide to checking to see if you have unclaimed money.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Even low inflation rates can pose a threat to investment returns.
Have you explored all your options when it comes to managing your taxable income?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?