Carina L. Moreland Timothy J. Kalamarz
A Family-Focused Firm Working For You
At McFarland Investment Center, we believe that every individual deserves the opportunity to enjoy financial security. We seek to serve as a trusted resource and guide our clients through their investment journey and our primary focus is on protecting and preserving what matters most to them. We get to know our clients and guide them to investment strategies that are right for them.
As an LPL advisory service, our objectives are always aligned with our clients. We take our clients goals, expectations and risk tolerance into consideration with every recommendation that we make. We offer open-minded options and truly guide clients to plans that suit their needs, not ours. We are not driven by sales quotas or incentives and are dedicated solely to our clients’ best interests.
We specialize in helping hard-working families decipher the many complex aspects of financial planning. All of our strategies are custom-tailored to our clients with the goal of helping them pursue financial freedom. Contact us today to learn how McFarland Investment Center can help you pursue financial freedom.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Term insurance is the simplest form of life insurance. Here's how it works.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
What kind of auto insurance should you have? Do you know?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
$1 million in a diversified portfolio could help finance part of your retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Making the most of surprises is a great reason to work with us.
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: Right Now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.