Westlake Financial Advisors LLC - Westlake Village, CA

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Estate

Why Everyone Needs an Estate Strategy

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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This communication is strictly intended for individuals residing in the states listed below. No offers maybe made or accepted from any resident outside the specific state(s) referenced.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent or IA representative, a consumer should contact his or her state securities law administrator.
Securities and Advisory services offered through United Planners Financial Services Member FINRA/SIPC. Westlake Financial Advisors LLC and United Planners are not affiliated. We are registered to sell securities in: CA, FL, KY, MD, NV, NY and TX.

We are registered to sell Securities in the following states: Alabama, California, Florida, Kentucky, Maryland, Nevada, New York, Texas.

Contact

Westlake Financial Advisors LLC
Office: 805-371-4777

890 Hampshire Road, Suite W.
Westlake Village, CA 91361

dan@wfaplan.com

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