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Tommy BohanonFinancial Advisor CRPC
Tommy BohanonFinancial Advisor CRPC
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Tommy Bohanon
Financial Advisor CRPC

3551 Bonita Bay Boulevard Bonita Springs, FL 34134

Phone:

  • 239-908-5770

E-mail:

  • tbohanon@baystatefinancial.com
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Contact Me

Please feel free to contact us with any questions.

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Videos

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Calculators

You can review interesting calculators on my site.

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Newsletters

  • Key Tax Law Changes to Higher Education Coming Soon

    The One Big Beautiful Bill Act includes many provisions that affect higher education.

  • 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.

  • Foreign Stocks Outperformed in 2025

    Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

  • HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

    According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

More Newsletters »

Calculators

  • Estate Taxes

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

  • Tax-Deferred Savings

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

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

More Calculators »

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Memper SIPC.  OSJ Address: 1 Marina Park Drive 16th Floor, Boston, MA 02210  CRN202706-6686035

 

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