Alex Macfarlane
Alex Macfarlane works with business owners, individuals, and families to help them achieve their financial goals. While assisting clients with investing, business planning, and retirement planning strategies. While assisting clients with investing, business planning, and retirement planning strategies, he realized that there was a piece of education that few financial professionals spoke about: understanding emotions and mindsets around money. With this realization, Alex shifted his practice and started incorporating Zen and Buddhist mindfulness techniques while simultaneously helping clients with budgeting, investing, and planning. After helping clients tap into their fears and feelings around money, he found them finding peace, clarity, and discipline in their everyday financial lives. Money became less of a weight, and more of a source of love.
"Being present is the basis for wealth creation. By finding peace and acceptance in the moment you are in, you begin to access your full abilities and can bring clarity, discipline and peace of mind to your everyday life. It is here where lasting wealth is made." - Alex Mcfarlane
Securities
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.