Welcome to It's My Future Inc. 

CONNECT

Address:

9000 West Chester Street, Suite 100
Milwaukee, WI 53214

Phone:

(414) 615-4947

Fax/Other:

(414) 615-4960

Jarret McFarland

Financial Services Representative

Domicile State: WI

BUSINESS PHILOSOPHY

My goal is to provide sound, solid financial advice to families and business owners. By using a process the is client focused, I help my clients become financially secure during every stage of life. 

With the right tools and preparation, in conjunction with my education from New Mexico State and Missouri Western State, I can help you along the way to create your own financial freedom. While meeting with my clients, I focus on assessing their financial needs and future goals. Based on this information, I am able to decide on the best investment options for each of my clients. My areas of focus are on retirement planning, estate conservations strategies, 401k  rollovers, stocks and bonds, and business continuation strategies. 

 

PRODUCTS AND SERVICES

  • Wealth Management Services
  • Managed Accounts
  • Stocks, Bonds and Mutual Funds
  • Variable and Fixed Annuities
  • Tax Sheltered Annuities, 403(b) Plans
  • IRA Consolidation / Rollovers
  • Pension Transfer / Rollovers
  • Pension Payout Alternatives
  • Lump Sum Pension Distribution
  • Education Funding Strategies 
  • Charitable Giving Strategies
  • Estate Conservation Strategies
  • Health Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Term and Whole Life Insurance
  • Universal and Variable Universal Life Insurance

QUALIFICATIONS

  • Licensed to sell in insurance in Wisconsin
  • Licensed to sell securities in Wisconsin
  • Series 63 & 66
  • Series 7 

ORGANIZATIONS

  •  African American Chamber of Commerce

PERSONAL

  • 3 Year resident of the Northshore of Milwaukee
  • Education: Missouri Western University  B.S. in Criminal Justice/Legal Studies
  • Hobbies: Hunting, fishing, biking, playing sports, reading, traveling and exercising
Phone (414) 977-3342
Fax (414) 615-4960
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck