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Commitment

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.

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Comprehensive

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.

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Guidance

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.

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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.

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