About Marca Life Planning

A team dedicated to helping you live your best life at every stage of life.

Holistic Life Planning

Our goal is to align your vision and values with your wealth building strategy in early life, investment strategy in mid-life, and retirement strategy in later life.

Mary CarlsonFounded by Mary Carlson in 1992, Marca Life Planning has been providing clients with a personalized approach to retirement planning and financial well-being for almost thirty years. Our focus is on supporting the everyday person with a level of financial planning, education, and money management traditionally reserved only for high-powered executives.

In 2004, Marca Inc (dba Marca Life Planning) became registered as an investment adviser with the Alabama Securities Commission (ASC) as a fiduciary providing unbiased financial and investment advice. We are committed to being clear and transparent about what you can expect, the fees we charge, and any conflicts of interest. As a result, Marca Life Planning manages approximately $61M of investable assets and serves on average 150 households, many of whom have been our valued clients 15 years or more.

Unlike other financial planning companies, we don’t force you into a cookie-cutter solution. At Marca Life Planning, we co-create your financial life plan so you receive a personalized solution based on your unique goals and vision for the future. With more than 40 years of combined experience, our advisors meet you where you are with the services you need right now, and partner with you to plan and prepare for the next stage of life.

Your financial well-being affects your health, happiness, and ability to achieve the success you desire—that’s why our team is here to help. We know that when you feel comfortable with your financial security, confident with your investments, and prepared for what lies ahead, you’ll feel less worry, anxiety, and stress. We want you to enjoy life now while responsibly planning and saving for the future.

Read the Marca Life Planning Story

If it’s important to you, you’ll find a way

Whether you want to retire early, pursue a personal mission, strengthen family relationships, start a business, or travel the world, our advisors will work with you to create an achievable plan to turn your dreams into reality —and we don’t stop there. We also provide financial coaching and ongoing accountability to support you every step of the way.

Turn your wildest goals into your greatest accomplishments

Zig Ziglar famously said, “If you don’t know where you’re going, you’ll probably end up somewhere else!” This is exactly why no matter what we do with your money, everything we implement starts with you. What you want, what your plans are, what your goals are, and what legacy you want to leave. Then together we create a roadmap to turn your dreams into reality.

Marca Life Planning support partners

When you do business with Marca, you not only gain highly personalized service from our team but security protection, individualized portfolio construction, and continuous portfolio oversight for tax efficiency and investment risk. Our partners provide innovative solutions, thought leadership, and products to help us help you achieve the best possible outcome.

Larry Parker, Network and Cyber Security Manager

Larry manages the integrity, confidentiality, and availability of our digital information, and defends against accidents like hard drive failures, power outages, and potential attacks from hackers and criminal groups capable of executing advanced persistent threats. He also ensures business continuity through a disaster recovery plan that will restore business functions as soon as possible.

SEI Private Trust, Asset Manager

Since 1968, SEI has been helping professional wealth managers, institutional investors, and private investors create and manage wealth with portfolio design and trust services. SEI is a public company listed on the NASDAQ exchange as SEIC. They manage or administer $861 billion in hedge, private equity, mutual fund, and pooled or separately managed assets, including $337 billion in assets under management and $518 billion in client assets under administration. SEI is a public company listed on the NASDAQ exchange as SEIC.

ASH Brokerage, Insurance Consultants

For more than 50 years, Ash Brokerage has been providing innovative insurance and annuity services with service-centered approach. With a team of 350, ASH Brokerage is the largest privately held insurance brokerage in the country and a partner to more than 80 top-rated insurance carriers. The company provides Marca Life Planning with specialists to identify, design, and coordinate the best options and solutions for our clients.