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:

Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Life Insurance Might Help During Turbulent Economic Times

During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.
Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Savings Accumulation

Estimate the future value of your current savings.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.