Mark Thompson John Broman, CFP®

Mark Thompson
John Broman, CFP®

Maple Park Office Plaza
200 Maple Park Blvd, Suite 204 Saint Clair Shores, MI 48081

Phone:

Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Buying a Condo? Focus on the Financials

Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.