At MARCA™ Financial Planning, you will find our professional team is experienced at planning for… and management of… your financial circumstances. Whether you need expertise in accumulating resources for the future or sound investment management today, our specially trained, licensed and certified advisors, lead by Jeanne Carlson Smith, CFP®, are dedicated to meeting those needs.

At MARCA™ Financial Planning, our mindset is to treat our client's Life Course goals as our own, which means, we have a strong propensity to plan for the expected and unexpected events that may occur. We specialize in helping our clients develop realistic strategies to reach their financial and investment goals. With our one-on-one service and team approach, clients know their goals, what it will take to reach their goals and when to take advantage of economic and personal opportunities.

	It is a fact: MARCA™ Financial Planning can be your single resource to help you plan for Life Course events and guide you toward greater financial security and personal independence.

Investment advisory, financial planning, and insurance services offered through MARCA Inc. College planning services offered through College Funding Services of Alabama. Later life planning services offered through MARCA Care Management. Securities offered through Triad Advisors, Inc., member FINRA/SIPC. Triad Advisors, Inc. is not an affiliated entity of any of the other entities named herein.