- Tax PlanningYour simple yet comprehensive financial plan goes beyond your investment accounts. We will help implement your risk management, tax planning and estate planning needs by coordinating with your existing advisor or recommend one should the need arise.
- Investment ManagementSheldon McFarland serves as Vice President of Portfolio Strategy & Research at Loring Ward. His responsibilities include management of the Portfolio Strategy Group, oversight of the Investment Planning Center and development of tools to support Advisors. McFarland earned his MBA from Santa Clara University and a Bachelor of Science in Business Management from Brigham Young University.
- Wealth ManagementFor over two decades, Loring Ward has provided portfolio management and back-office services to a select group of America’s most knowledgeable and successful Independent Financial Advisors and their clients. Loring Ward helps Independent Wealth Management Groups like Taylor Stephens Inc. manage more than $16.6 billion in assets as of December 2017. Loring Ward is headquartered in San Jose, California.
- Financial Planning
- Retirement Planning
- Asset Management
- College Funding