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. 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. 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 evaluate your entire financial situation to develop a comprehensive plan for your unique circumstances and goals. 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.
Services
We leverage our experience and knowledge to help clients pursue financial independence. Although many of our clients work closely with just one advisor, they receive the benefit of multiple opinions, insights, and views. We pride ourselves in being proactive in our communications with clients and we respond to all emails and calls in a timely manner.
Dan Casey founded Westlake Financial Advisors LLC in 2003. Dan Casey and Steve Minihan have nearly 30 years of combined experience in the financial services industry. Prior to becoming involved in financial services, they were colleagues at the Atlantic Richfield Company (ARCO). After a highly successful career as a corporate financial executive, as well as time spent working at ARCO with Dan and Steve, Stacey Peterson has joined the firm.
A personalized financial plan is much more than investment advice. Taking all elements of your financial profile into account, a financial plan is an all-purpose tool that allows you to make informed financial decisions, as each decision is made within the context of the big picture. As our team includes CERTIFIED FINANCIAL PLANNER professionals, we have the knowledge and training to offer comprehensive financial planning services.
Over the years, we've witnessed numerous investing fads and periods of emotion-driven market volatility. Many advisors fall prey to the hot stock, model portfolio and market timing prediction of the moment, rather than focusing on creating strong investment strategies based on academic research and educating clients on the risks of mistiming the market and the corrosive effect of high costs on portfolio returns.
Many small businesses want to offer a retirement plan to their employees but are concerned with the time, costs, and liability. At Westlake Financial Advisors LLC, we seek to solve this problem by offering comprehensive group retirement plan services.
As registered representatives with an independent brokerage firm, United Planners Financial Services, we are not tied to any single investment provider and instead have access to a wide range of solutions.We work closely with clients to determine an appropriate retirement option that helps both the business owner and employees pursue a financially secure retirement.
As registered representatives with an independent brokerage firm, United Planners Financial Services, we are not tied to any single investment provider and instead have access to a wide range of solutions.We work closely with clients to determine an appropriate retirement option that helps both the business owner and employees pursue a financially secure retirement.
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