Marca Life Planning
Financial Services - Birmingham, Alabama, United States
Marca Life Planning Employees
Marca Life Planning Details
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.Learn more at https://marcalifeplanning.com/
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