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 Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Voluntourism: A Vacation That Makes a Difference

A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Car Affordability

How much can you afford to pay for a car?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Savings Accumulation

Estimate the future value of your current savings.