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:

Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
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.
What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Credit Card Debt

How Long Will It Take to Pay my Balance?