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Retirement 

The Beginning of Your Legacy

Faith. Family. Financial Legacy.

At McFarlin Capital, we understand that money is more than numbers—it’s a reflection of a life well lived, values held dear, and the legacy you want to leave behind.

 

As a family-owned and operated firm, we specialize in helping faithful individuals and families who have spent their lives working hard, raising families, and giving back to their communities. Our clients aren’t just planning for retirement—they’re preparing to leave something meaningful for their children, grandchildren, and the causes they care about.

 

With over 25 years of experience as a trusted financial advisor, Hunter McFarlin, CFP has built his career on integrity, stewardship, and personalized service. His mission has always been to help people navigate retirement with confidence—ensuring that their wealth not only sustains their lifestyle but continues to grow and impact future generations.

 

Now joined by his son, Elisha McFarlin, CPA, and in partnership with the Center for Tax Solutions, McFarlin Capital has grown into a true Family Office—a full suite of services designed to manage the complex financial lives of high-net-worth families.

 

From investment advisory and tax strategy to charitable giving and estate planning, we provide a comprehensive, values-based approach to wealth management. We coordinate with seasoned professionals in every key area of your financial life so that you can focus on what matters most: faith, family, and leaving a lasting legacy.

More than...

200

Clients Served

Valued and Retained

25

Years of Experience

Decades of Financial Expertise

A Family Office Approach to Retirement, Wealth & Legacy

Rollover Your 401(k) with Purpose - We help you move old 401(k) funds into a Traditional or Roth IRA—tax-efficiently and stress-free. Your savings are then aligned with a personalized strategy built to support your retirement, family, and legacy.

Real Estate Investments with your Retirement and your Legacy in Mind - We help you invest in real estate through 1031 exchanges, creative financing, and passive opportunities—strategies designed to grow wealth, reduce taxes, and support your legacy.

Roth Conversion & IRA Management

Purpose-Driven IRA Management - We help you manage Roth and Traditional IRAs with a strategic, tax-efficient approach—using alternative investments for income and long-term growth; as well as Self-Directed IRA’s for investors who want a more active approach. Our team supports your goals for
retirement income, and leaving a lasting legacy.

As your Family Wealth Office, we help you create a tax-efficient income strategy that supports your retirement—and your legacy. We help you retire with confidence—knowing your wealth is managed with wisdom, purpose, and a multi-generational vision. Ready to get started? â€‹â€‹

Strategic Tax Planning and Investments for minimizing your taxes - We simplify taxes with tailored strategies that minimize liability and support your long-term wealth, retirement, and legacy goals.

Diversify with Real Assets and Income-producing assets for Retirement and Beyond - We help you access alternative investments that complement your portfolio, aiming to grow and protect wealth for your family’s long-term legacy.

Life Insurance with Your Legacy in Mind - We offer personalized life insurance and premium finance solutions to protect your family and preserve your legacy for future generations.

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