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:

Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Grocery Games: Strategies to Help Stretch Your Food Budget

Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.

Lease Payment

How much would your monthly lease payment be?
Lifetime Earnings

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

How much will it cost to pay off a loan over its lifetime?
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.