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:

Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.
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.
HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Disability Income Insurance

How much Disability Income Insurance do you need?
Lifetime Earnings

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