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:

The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
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.

Credit Card Debt

How Long Will It Take to Pay my Balance?
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Retirement Portfolio Lifespan

How Long Will Your Funds Last?