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.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
What does the Tax Reform and Jobs Act mean for you?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Healthy habits are one of the greatest gifts to give your child.
Building wealth requires protection from the forces of wealth destruction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
All about how missing the best market days (or the worst!) might affect your portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have you found yourself suddenly single? Here are 3 steps to take right now.