About

THE FIRM

McFarland Associates is a California Corporation of financial planning professionals dedicated to assisting clients:

• Understand financial and estate planning needs
• Define individual goals and objectives
• Arrange financial affairs for ease of management
• Develop and evaluate planning alternatives
• Formulate workable financial plans compatible with personal goals
• Implement plans effectively
• Review and update financial plans and decisions

Our mission is to design and implement specific plans to help clients build, achieve and preserve financial security and independence.

PROFESSIONAL RELATIONSHIPS

McFarland Associates maintains professional relationships with

• Life Insurance Companies
• Disability Insurance Companies
• Casualty Insurance Brokers
• Independent Portfolio Managers
• Independent Real Estate Brokers
• Independent Mortgage Brokers
• Third Party Pension Administrators
• Real Estate Management Consultants
• Employee Benefits and Executive Compensation Consultants
• Health and Long Term Care Insurance Companies

The firm also maintains relationships with banks, financial institutions and other professionals in the legal, accounting and financial planning fields.