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.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Here's a breakdown of how the federal government spends your tax money.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
For many, retirement includes contributing their time and talents to an organization in need.
Looking ahead can help you conquer these unique obstacles.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The market is as unpredictable as the weather. We'd love to help you prepare.
Learn about what risk tolerance really means in this helpful and insightful video.
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Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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