|What our clients are saying …|
Conservative is an understatement for my investment personality! That aspect of my personality makes me very cautious about the people who I entrust to manage my money. My first experience with a financial planner was about
20 years ago when I had the good fortune to have my first investment planning experience with Jeanne's mother, Mary Carlson. I was fortunate enough to have worked for a company that had a good 401(k) plan and was lucky enough to understand the importance of putting as much as possible in the plan. At that point in my life, it was not about retirement but how to invest my 401(k) roll-over.
Mary took good care of me and my money, and now Jeanne is directing me on investment strategies, particularly as it applies to my imminent retirement. Jeanne is more for me than just someone to look at the numbers. She understands my conservatism, explains issues clearly when I need to be pushed a little, and has been a sounding board for my stages of life planning.
Because of our long relationship, I not only know Jeanne's dedication, knowledge, and concern for her clients, but I also know that she seeks staff that emulate and perform to her high standards.
Life Event Planning
Over the course of a lifetime, the definition of “family” undergoes many revisions. There is the family we are born into, the family we marry into, and the “external” family relationships we develop over the course of our lives. My relationship with Jeanne started many years ago when she became my financial advisor. Just like sisters, we argued about purchasing long-term health insurance, when to pay off the mortgage, and numerous other life-effecting decisions. However, in each case, I wisely listened to Jeanne’s advice and
my life improved. When I decided to retire, she helped me with the transition both financially and emotionally. When my husband was diagnosed with an ultimately life-ending illness, she used her own
geriatric nursing experience to help me make decisions about home care. When he ultimately passed away, she was with me at his memorial service. Through it all she has been a
mentor, a guiding hand, and most of all, a friend. I consider Jeanne and the staff of Marca Life Planning “family” because they always have my best interest at heart. They truly care!
Life Event Planning