Financial Health Won’t Happen Without a Clear Roadmap

Taking the right steps today helps unlock financial ease, your best health, and fulfilling relationships.

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Roadmap for Financial Health

Letting life happen to you isn’t a strategy for your finances, now or in the future.

Too many people wait for life to happen and end up never stepping into a fulfilling life. Unfortunately, people:

  • Are not able to fund important goals
  • Suffer avoidable health setbacks
  • Run out of money in retirement
  • End up settling for less than they desired

Don’t make the same mistake as others.

With a Financial Plan, you can make lasting, meaningful changes and finally achieve financial well-being.

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Position yourself for a thriving future

We know you want to make the best financial decisions to ensure your future is secure. That’s why we created our Financial Planning Program.

Set your direction, evaluate your financial foundation, and address shortcomings to create your foundation for change. With more than 25 years of experience, the dedicated staff of Marca Life Planning understands what you need. In everything we do, we challenge you to live the life you want in every life stage.

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Discover Our Unique Financial Planning Process

Financial planning doesn’t have to be overly complicated. Our unique process provides a clear financial roadmap to your desired future. As your mentor and guide:

  • We identify the messages and routines in your life that create barriers to a successful plan.
  • Avoid industry jargon and complexity.
  • Build trust by giving timely, accurate information, guidance with complex decisions, and reassurance when you are in doubt.
  • Address your needs, no matter what phase of life you’re in.

With our planning you can move from being confused, overwhelmed, and unsure of your path to having a clear mind, feeling empowered, and driven by a freedom to choose.

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Find the Planning That Fits You

Wealth Creation

Financial Planning

No matter your age, the key to a well-lived
future is a plan that helps you take steps
today. We’ll work with you to assess your
unique situation so you can gain control
over your finances and see your lifelong
dreams become a reality.

Portfolio and Wealth Management

Wealth Management

Financial security is the foundation for
prosperity. After a customized assessment,
work alongside us to create a top
performing investment plan. Manage and
grow your wealth to achieve your most
wanted goals while protecting your future.

Retirement and Longevity Planning

Age In Place

Planning doesn’t stop with retirement. The
potential pitfalls and the unknown costs of
aging could prevent you from living well.
Find success in later life with access to
specialized expertise and meaningful
connections with the right professionals.

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Great plans turn dreams into realities.

Here's how you can move towards a better life:

Complete Your Discovery Interview

1. Complete Your Discovery Interview

Our team will connect with you to listen to your needs and explore the passions that bring deep meaning to your life. Together, we will identify some of the most important values that should be included in your planning.

Evaluate Your Foundation

2. Evaluate Your Foundation

We will begin with an understanding of your vision of the future and assemble a comprehensive picture of your financial well-being. Uncover areas for improvement and opportunities for greater prosperity. Eliminate the guesswork and chart out a clear vision of your life.

Build Your Custom Plan

3. Build Your Custom Plan

We will craft a plan as unique as you are that leverages the right tools to help you focus on the future and make the most of your life. Together we will review clear objectives, and explore next steps to ensuring the future is solid.

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Financial Plan

Your Financial Plan Gives You…

  • Confidence that you are organized and in control of your personal financial future
  • The opportunity to truly enjoy the present without jeopardizing your future
  • Freedom from worry
  • Capacity to provide for those you love
  • Financial support that builds your wealth, avoids unnecessary fees and taxes, and allows you to step into financial ease
  • Planning that actually makes sense and makes a difference

It is time to start taking intentional steps today to make the most of tomorrow.

Request a Discovery Interview

Financial Planning Team

Our team is ready to help clear the path ahead and guide you toward financial well-being so you can thrive now and in the future.

Request a Discovery Interview

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