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.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Why do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
These food myths will really put a drain on your wallet.
Knowing the rules may help you decide when to start benefits.
Learn a little about worldwide currency in this fun infographic
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A change in your mindset during retirement may drive changes to your portfolio.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you have causes that you want to support with donations?
It’s never a bad time to speak with your financial professional about changes in your situation.
Around the country, attitudes about retirement are shifting.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.