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Mark G. Thompson CFP®, Member, Financial Advisors Council Investment Management Consultant Senior Vice President, Investments
202 N. Harbor City Blvd. Suite 200 Melbourne, FL 32935 Phone: 321-253-7900 Fax: 866-522-9580 Toll-Free: 800-838-4488 Direct: 321-253-7980 Contact Us
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Newsletters- Weekly Market Snapshot
Distributed every Friday, this is a snapshot of the markets, including equity indices, bond yields, currency rates, an economic calendar, and a short commentary from Chief Economist Scott Brown.
- Financial Journeys
Available on the first business day of every month, this publication has been developed by focusing on the specific needs and interests of our clients. This two-page publication generally features two articles, with one article each month dedicated to retirement planning. Additional features focus on general financial planning issues as well as investment and economic topics currently in the news that may be impacting you and your financial situation.
- Successful Women
Available quarterly, this publication includes articles and tools to help you become more informed and proactive about issues impacting your finances, as well as issues affecting some of the other roles you play.
- Small Business Dimensions
Available quarterly, this publication has been developed by focusing on the specific needs and interests of entrepreneurs. It features content pertaining to the management and growth of your business, including employee retention, cash management, business succession and more.
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