FAQs
What services does McFarlin Capital offer?
We provide a comprehensive financial planning approach designed to fit your needs. We integrate investment advisory, tax planning, life insurance, and alternative investment strategies to create a cohesive, personalized plan tailored to your goals.
Who do you typically work with?
We primarily serve high-income individuals, families, business owners, real estate investors, and those nearing or in retirement who want integrated investment and tax strategies tailored to their goals.
What makes McFarlin Capital different from other firms?
We’re a family-run, fiduciary firm that offers both investment and tax expertise under one roof. This integration allows us to provide more holistic, tax-efficient financial guidance—without the sales pressure of larger institutions.
How do you help with retirement planning?
We help you grow and protect your retirement savings through strategic asset management, Roth vs. Traditional IRA planning, tax-smart withdrawal strategies, and income-focused investment planning.
What kind of tax services do you provide?
We offer full-service tax preparation, year-round tax planning, income tax minimization investments, estate planning, and specialized strategies for high earners and business owners—always in sync with your overall financial picture.
How does your investment approach work?
We tailor each portfolio based on your risk tolerance, goals, and tax situation. Our selections include traditional investments and vetted alternative options, always aligned with long-term performance, reliable income, and tax efficiency.
What’s your fee structure?
We offer a flexible and transparent fee structure tailored to the nature of each service we provide. Depending on your needs, our compensation may be fee-based, commission-based, or a combination of both. For tax preparation services, income tax minimization, and estate planning services, we offer straightforward flat-fee pricing, ensuring clarity and consistency from the start.
How do you protect my personal and financial data?
We use high tech cyber security, firewalls, encryption, secure portals, and industry leading privacy protocols to protect your data. Your security and trust are foundational to how we operate.
How do meetings and communication work?
We offer both in-person and virtual meetings, with regular check-ins (often quarterly or semi-annually). You’ll also have year-round access to us for questions, tax timing, and strategy updates.
How can I get started?
Schedule a complimentary consultation—no pressure, just a conversation. We’ll learn about your goals and walk you through how McFarlin Capital's team of professionals can help you and your loved ones.