Where Health And Wealth Intersect

Jeanne Carlson Smith Profiled In Investment Advisor Magazine

Jeanne Carlson Smith, founder of Marca Life Planning, is profiled this month in Investment Advisor magazine, one of the financial services industry’s most widely-respected magazines. The feature shares how Jeanne uses her nursing and life planning chops to make a difference at every stage of clients’ lives.

One of Marca’s financial planning programs, the Strategic Life Plan for Later Life Well-Being, is designed for clients 75–100 years of age. It helps later life clients accommodate the normal aging process and prevent health declines, and protects them from issues like identity theft and fraud.

Marca’s Prosperity Management investing program is designed for clients 33–53 years of age — people building a strategic life plan for financial well-being that “ensures a future you want, not a future by default.”

Fees for these plans and services vary from a percentage of assets under management to one-time fees for a plan to monthly and annual retainers.

To learn more about Jeanne and her unique background, read the full profile at ThinkAdvisor.com. To learn more about how the Marca Life Planning team can support your financial goals at every stage of life, contact us.

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