Turn Your Biggest Goals
Your Biggest Accomplishments


Marca® Life Planning is a unique organization of professionals who inspire you to live your best life and guide your journey, no matter what your age. We believe it is within everyone’s reach to live the lives of their choosing and that obstacles are not barriers but challenges. When you work with us, you have a partner in embracing the challenges along life’s journey.

We challenge you to take the next step and let us create a Life Plan for YOU.

I Will Take The Challenge!

Have you ever stopped to ask yourself, “What do I want out of life?”
Would you like to retire at 55? Stop worrying about your money situation? Enjoy life more?

Let the professionals at Marca Life Planning be your guide. We offer a holistic approach to simplify every aspect of your financial life. By working with us, you gain an experienced guide who has been there before. We understand how the busyness of life can get in the way and leave you feeling frustrated. We are here to support you and hold you accountable.

You may have tried and failed before, but you won’t fail with us by your side. You no longer have to go through the motions or live a life by default. Spend less time worrying as you make the right changes in your life.

Take a moment right now and ask yourself, “What do I want out of life, and how can Marca Life Planning help me get there?”


The dedicated staff of Marca® Life Planning is ready to answer your questions with quality advice on financial life planning, investments strategies, and managing the effects of aging. During 2012, the professionals at Marca®Life Planning managed 194 client relationships with over $65,500,000 in assets and helped over 300 individuals and families create plans for every stage of life.


Who is Marca Life Planning?

The value of an advisor is to understand your wants, develop strategies to reach your goals, and guide your decisions wisely. Marca began as a solo practice led by the vision of a lifelong teacher to educate people about their finances. In 1992, Mary Carlson began to... read more

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Whether you are just starting out or starting over, Marca Life Planning is there to help you find the balance between your life and your money. By providing answers to your pressing, everyday financial questions, we lay the foundation for comprehensive life planning... read more


Marca Life Planning is a true team in every sense of the word. Each person brings a unique skill, experience and ability to communicate that allowed a very complex process become much easier than anticipated. We found the right place with the right people at the right time to begin the next stage of our lives together.

- Bill & Kathe

I began my journey with Marca to find how best to invest my 401(k). Now, Jeanne and the member of Marca are directing me on investment strategies and my imminent retirement. I am thankful to have the support of a team that gives me more than someone who only looks at numbers. They provide an understanding of my conservatism, explain issues clearly, give me a gentle push when I need it, and act as a sounding board for my stages of life planning.

- Katie

Marca is true life planning! They really go out of their way to see to it that you plan ahead for your future and the future of your family. Anytime we have a question, they are always helpful in making sure you understand all of your options. They encourage you to be aware of how your options effect your future planning strategies. Overall, we are very pleased with MARCA and what they have done for us and for what they continue to do, in helping us prepare for our future.

- Tom & Lori

We have been clients of Marca since 1991 when it was a single advisor practice. Since Jeanne Smith took over in 1996, the firm has continued to advise and guide us on our financial journey. Not only have they been our trusted financial advisors, they are also our friends. During the crisis of 2008 when many investors lost half of their portfolio, we only lost 20% due to Marca’s knowledge and expertise. What a blessing for us!

- Travis & Pat


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