For 55 Years, We've Helped Clients Build a Secure Tomorrow

We appreciate the opportunity to partner with the Wisconsin Builder’s Association to strengthen the financial futures of your members and their businesses, while you continue to build Wisconsin’s communities.

At Johnson Financial Group, we firmly believe that financial planning for you, your business and your employees should transcend mere numbers and profits. It should be about building meaningful relationships, fostering trust and empowering individuals and communities to thrive. Our goal is to create financial planning experiences that instill confidence, knowing that your financial well-being is in capable hands.

View our video to hear the inspiring story behind our organization and what sets us apart as both a trusted banking and wealth partner.

Retirement Plan Services

Your company’s retirement plan is a meaningful investment in building a secure financial future for your workforce.  Let us help you make sure that your plan is meeting the objectives important to your employees and your business. 

As a benefit to the corporate members of WBA, Johnson Financial Group is pleased to offer you an unbiased retirement plan wellness check-up through our Fiduciary Rx suite of tools.  We’ll help you measure the effectiveness of your plan across several key metrics in comparison to best practices and provide a meaningful fee benchmark. 

This type of plan and services review is an important due diligence activity for any plan sponsor to show that you’re taking your fiduciary responsibilities seriously.  The process is simple and the time commitment is minimal – and at the end of it you’ll have an unbiased report for your plan files documenting this important activity.