Financial Planning Services

McFarland Associates provides financial, investment, income tax and estate planning, insurance, real estate, property management and financing services in a fully coordinated program. Our investment advisory and affiliated professional specialists provide comprehensive analysis and implementation assistance with:

• Money Market Funds
• Mutual Funds, Stocks, Bonds
• Fixed & Variable Annuities
• Personal Qualified Retirement Plans
• Corporate Qualified Retirement Plans
• Investment Management of Retirement Plan Assets
• Personal & Investment Real Estate
• Term, Universal & Variable Life Insurance
• Medical, Long-Term Care & Disability Insurance
• Casualty & Liability Insurance
• Employee Benefit Plans
• Estate Structure & Administration
• Personal, Business & Real Estate Financing
• Tax Preparation & Bookkeeping
• Small Business Procurement & Valuation
• Viatical Settlements & Living Benefits