Timothy C. McFarland, JD
Advanced Markets Counsel
Sage’s clients will not find a more disciplined or passionate advocate than Tim McFarland. Tim uses his legal knowledge and years of experience to craft customized, comprehensive plans that ensure and protect client assets. As part of this process, he reviews and dissects client documents with an unparalleled eye that uncovers risk, identifies anomalies and analyzes opportunities to safeguard and improve existing plans. Through this process, Tim maximizes wealth and minimizes risks, providing families and entrepreneurs the confidence and control to realize their financial legacy.
Tim is nationally recognized in insurance planning industry as an expert planner and case designer, and is a frequent speaker at estate and insurance planning conferences, including the Million Dollar Round Table. Tim has extensive experience in cross border planning for clients living in the United States and Canada, and has worked with other multi-national, intergenerational families. He is a member of the Bar of the Commonwealth of Massachusetts and the author of An Accounting Guide for Non-Qualified Arrangements, Let Charity Lead the Way, and other articles featured in industry and financial publications.
Tim, along with his wife and two daughters, enjoys searching for new specimens to add to his extensive mineral collection and is an avid reader of history, law and geology.