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With guidance from our team of advisors, we will help you build the portfolio you want and ensure it aligns with your financial goals. We will monitor your investments and provide advice based on market performance and trends so you can work towards achieving your financial goals.

Check the background of our investment professionals on FINRA's BrokerCheck.

Purpose of a Financial Plan

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The purpose of a financial plan is to define how your income and assets can provide for a lifetime of happiness. Healthy savings habits, spending discipline and appropriate investments are necessary to meet your goals. But, you need more than just a plan.

We can keep you centered on your plan when faced with market downturns or enticing spending opportunities. Our team is invested in you and your family. We're committed to helping you get where you want to go.


The Financial Planning Process

Our financial advisors will begin by understanding you along with your strengths and weaknesses surrounding money. 

Understanding Your Habits

We analyze your spending patterns and savings habits, along with your income and assets to determine whether your goals are achievable.

Developing Your Financial Plan

We want to understand what you want and what you have. This will determine how you can use your assets and income to pay for the things that make you happy. 

Reviewing Your Financial Plan

Are the assumptions correct? Are there any disappointments or pleasant surprises? Do you want to change anything?

Checking In

Are the assumptions still correct? Has your definition of happiness changed? If necessary, we will update the financial plan.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.

Ready to get started?

Our team of financial advisors will partner with you to provide personalized guidance throughout the entire financial planning process.

I have questions about...

Have additional questions?

We have the answers to help you through all of life's biggest moments. 

Questions about your financial plan?

You don't need to know everything about financial planning when you know advisors at Johnson Financial Group. Let us help you get answers.

LEARN MORE about how to create a financial plan.

Questions about investing?

You don't need to know everything about investing when you know advisors at Johnson Financial Group. Let us help you get answers. 

LEARN MORE about investing.

Questions about your portfolio?

You don't need to know everything about portfolios when you know the advisors at Johnson Financial Group. Let us help you get answers. 

LEARN MORE about creating or revising your portfolio.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value


The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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This website may contain concepts that have legal, accounting, tax, and investment implications. It is not intended to provide legal, accounting, or tax advice and is not a recommendation to buy or sell any investment.