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

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
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.
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.
HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Net Worth

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