Purpose of a Financial Plan
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.
Creating a Plan
Ask yourself these questions when you start creating your financial plan.
The Financial Planning Process
We will begin by understanding you along with your strengths and weaknesses surrounding money.
Ensure you're ready when the time comes
As you get closer to retirement, we can provide you with a comprehensive proposal that evaluates your current financial plan in relation to your retirement goals.
This includes projections of your future financial welfare based on your income requirements, inflation projections, potential taxes, Social Security, required minimum withdrawals and military or other plan benefits.*
We will also provide a clear explanation of the various retirement plan options available so that your election will be appropriate based on your goals.LEARN MORE Click here to learn more about retirement planning.
The Retirement Planning Process
Johnson Financial Group and its subsidiaries do not provide legal or tax advice. Please consult your attorney or tax advisor with respect to your personal situation.
We can also help you with...
An estate plan identifies the right people to help make decisions for you in the case of incapacity or for others in the case of guardianship. It will also determine a trustee to execute your plan.LEARN MORE about estate planning.
Managing portfolios guided by your goals, sound research and a prudent investment decision-making process.Learn More about how we manage portfolios and our investment solutions.
Invest Your Way
Helping you make the most of your money and your life with a variety of investments is important for creating a flexible plan based on your needs and future goals.Learn More about how we manage portfolios and our investment solutions.
Will you have enough to retire?CALCULATE Click here to calculate how long your savings will last into retirement.
View the latest investment commentary by Brian Andrew, EVP Wealth and Chief Investment Officer.READ MORE about our latest investment commentary by Brian Andrew.
How our brains sabotage our financial planning - and what to do about it
While financial planning never feels that simple, at its heart, in its soul, that is what it is: A strategy to maximize happiness.READ MORE Click here to read our latest post about how our brains sabotage our financial planning.
We're here to help.
Give us a call at 800.203.8766
If you are a retirement plan participant, please give us a call at 888.769.3796. Select option 2, then option 4.EMAIL US
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.
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No matter what financial needs you may have, we're here for you. Our experienced advisors work closely with you to build the right path to help you achieve your goals.FIND AN ADVISOR