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.

Founded 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 more than $70,000,000 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.

Your dreams are our top priority

With more than 40 years combined experience, our team is prepared to guide you through life’s journey with patience, care, and support. We love empowering our clients to live their best life while responsibly planning and saving for the future.

Jeanne Carlson Smith, President

Retirement Planner and Investment Advisor

With a Bachelor’s degree in nursing and years of valuable experience, Jeanne first became an entrepreneur at 28 when she founded Holistic Health Care, a home care business she built and sold to a prominent hospital in only five years. As a mother she was still plenty busy after the sale, but professionally, she felt restless and wondered what was next.

With no life plan in place, Jeanne went back to school to feed her curious spirit, eventually earning a Master’s degree in Nursing. This put her right back in a system that stifled creativity, caused frustration, and failed to support independence. She soon wondered, “Am I living my own vision or is this simply my future by default?”

Even with what many would consider a great job, Jeanne felt unfulfilled until her mother asked her to take over her business. It was then that Jeanne found her second calling and a business that supports the values she treasures—creativity, independence, curiosity, and helping people. Over the years, Jeanne has expanded the practice to include her new passion of financial life planning. Her broad scope of experience in healthcare and financial matters enable clients to achieve a measure of success far greater than simply having money available for life events.

Professional Experience and Accomplishments:

  • Registered Life Planner (2010)
  • CERTIFIED FINANCIAL PLANNER™ (2004)
  • Registered Financial Gerontologist (2004)
  • Health, Annuities and LTC Insurance (1996)
  • Geriatric Nurse Practitioner (1994-2005)
  • Registered Nurse (1977-present)

Outside of work, Jeanne is avid reader who loves to cook, take road trips and travel to new destinations, listen to music, hike and ride bikes, exercise for a better aging experience, write short essays, and share her personal stories. She is married to her best friend and co-worker, Larry. Together they have two furry children and a blended family with four precious grandchildren.

Corie Coyne, Practice Manager

Relationship Manager and Financial Coach

After gaining double degrees in Finance and Mathematics in 2004 from the University of Alabama, Corie joined Marca Life Planning in 2009. As Practice Manager, she wears many hats and is responsible for marketing communication, PR, and conceptual design and development of our advertising campaigns and marketing collateral.

Corie also puts her many years of experience in strategic planning and project management to use as she manages day-to-day operational activities, supervises personnel functions, and works with prospective clients to discuss their unique needs.

Additionally, through the International Coach Academy, Corie became a Certified Professional Coach (CPC) and works as relationship manager and financial coach for all of Marca’s financial planning clients. Coaching works in tandem with planning to elevate our clients from good to great. She is committed to helping others succeed at life while they strive to grow, get better, and reach their potential.

Professional Experience and Accomplishments:

  • Certified Professional Coach (2017)

Outside of work, Corie gives back by providing math tutoring for local high school students. She is an avid animal lover with two cats, who has been married for almost 10 years. Corie and her husband travel as often as possible, enjoy spending time with family, and love being the best aunt and uncle ever.

Tyler McGuire, Service Advisor

Financial Planner and Investment Advisor

Tyler discovered his love of music at 16 when a friend urged him to join the high school drumline. When an opportunity to play in a touring band presented itself after his first year of college, Tyler seized the opportunity, traveling from Florida to Virginia for three years to play for a growing fan base. When the group disbanded, he went back to school to finish his degree and developed an interest in finance and helping families improve their quality of life.

Tyler graduated with honors from the University of Alabama with a degree in Corporate Finance and a minor in Economics. After graduation he moved to Birmingham to begin his finance career with a large corporation, but soon discovered it wasn’t quite the right environment. In 2006, Tyler joined Marca Life Planning to pursue his professional interests at a vibrant, growing firm.

Through his work, he embodies the values of hard work, love of family, honesty, and humility that his family and small town upbringing instilled in him at an early age. Tyler deeply respects those who have diligently worked to accumulate a nest egg, and as an investment advisor, uses his conservative approach to craft plans that help clients live comfortably today and in the future.

Professional Experience and Accomplishments:

  • Retirement Income Certified Professional (2017)
  • CERTIFIED FINANCIAL PLANNER™ (2014)
  • Certification for Long-Term Care (2010)
  • Health, Annuities and LTC Insurance (2005)

Outside of work, Tyler is still a creative soul and performing drummer. He is also a handyman of sorts who enjoys spending time with family, traveling, cooking, and reading.

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.