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Our Approach

We have financial solutions to save you time and make your life easier. With a team of professionals behind you, including your accountant and tax advisors, you'll receive guidance and insight personalized to your needs. Together, we'll create a cohesive plan to help you achieve your financial goals. 

Private Speciality Financing

A solution to help strengthen your financial plan

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Specially designed for attorneys who have unique needs and desire exclusive financing options to help craft their story. Private Specialty Financing can help with debt consolidation, personal loans, optimizing cash flow and big ticket purchases.

Financing benefits include:

  • Unsecured loans
  • Fixed rate financing
  • Flexible loan terms
  • Extended repayments
  • Competitive rates

Along with financing, we’ll partner with you on these solutions 

Review your total financial picture. Experienced and proactive, your private banker is committed to understanding your priorities and helping you create a plan for what comes next. 

Manage your money with a Private Banking Checking account. Get easy access to the cash you need for everyday expenses and meet your liquidity needs. You can also easily manage your money when and where it is convenient for you using our digital banking solution, MyJFG.

Wealth Management Solutions

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From law school to living comfortably in retirement, our team will partner with you to create, grow and preserve your assets now and for generations to come. A well-rounded plan will include:

  • Financial planning to review your short and long-term financial goals and a personalized plan
  • Review of your retirement goals to establish a plan, project future financial welfare and assist you in a successful transition into retirement
  • A strategy to tackle student loan debt
  • An assessment of your professional liability risks
  • Management of your well-earned assets with appropriate risk control
  • Opportunities to invest in a well-diversified, professionally managed portfolio
  • Ongoing review of your financial plan to ensure you're prepared for changing markets and life goals
  • An estate plan to provide for loved ones and ensure your wealth transfers to future generations
Learn More Learn more about wealth solutions

Home Loans

Whether you are buying, building or moving into a new home, we'll guide you through every step of the financing process.

Why buy a home?

    • Zero  down payment loan option
    • Deferred student loan debt may be excluded from loan ratios
    • Servicing for the life of your loan
    • Certain qualifications apply

Why build a home?

    • Down payments as low as 5%
    • One-time close loan option
    • Lock your fixed rate financing up to six months prior to completion
    • Servicing for the life of your loan

Professional (ARM): The Annual Percentage Rate is 4.179% effective 9.1.2022 for a period of one month. Rates and payments based on 90% Loan to Value. Minimum downpayment of 10% required. The interest rate on these loans vary and may increase after consummation. The interest rate cannot increase or decrease more than 2%-6% at the first adjustment period; and not more than 1%-2% at each subsequent adjustment period. Your interest rate cannot increase or decrease more than 6%-8% over the term of the loan. The interest rate will be based on the 30-day average SOFR (the index) as published by the Federal Reserve Bank of New York, plus our margin rounded to the nearest one eighth of one percentage point (0.125%). The initial rate may include a premium or discount and may not be based on the current index value. A monthly payment on a 360 month fully amortized $1,200,000 mortgage loan at 4.25% is $4.92 per $1,000 borrowed. Payments include principal and interest. Actual payments/monthly expenses may be greater due to term selected, property taxes and required homeowner’s insurance and, if required, flood insurance. Required closing costs, including property appraisal and title insurance, range from $2,500 to $3,500.

Professional (Fixed): The Annual Percentage Rate is 5.409% effective 9.1.2022 for a period of one month. Rates and payments based on 90% Loan to Value. Minimum downpayment of 10% required. A monthly payment on a 360 month fully amortized $1,200,000 mortgage loan at 5.375% is $5.60 per $1,000 borrowed. Payments include principal and interest. Actual payments/monthly expenses may be greater due to term selected, property taxes and required homeowner’s insurance. Required closing costs, including property appraisal and title insurance and other fees range from $2,500 to $3,500.

Learn more about...

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Personalized services to make the most of your time

As a lawyer, you face unique challenges and your time is valuable. Your private banker will provide personalized service that comes to you, where and when it's most convenient, through these unique services:

  • Special pricing for loans, deposits and other services based on your individual needs.
  • Easy money management with a checking account with no minimum balance, no monthly fees and 24/7 on-the-go access with our mobile app.
  • Convenient access to your line of credit for home improvements or short-term cash flow needs. Save money with no closing costs and no annual fees.
Learn More Learn more about Private Banking solutions
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Consolidate and manage debt

Manage debt in a cost-effective manner with fixed-rate unsecured financing. Together, we can help you take control of your future with our financial planning approach to begin achieving your long-term financial goals. Use the calculator to determine if debt consolidation is right for you.

CALCULATE Use the debt consolidation calculator to learn more
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Peace of mind with your advisor and advocate

While you spend your days protecting and caring for your clients' needs, we spend ours making sure we protect the things that matter most to you. Among the leading independent insurance agencies nationwide, we have the expertise and genuine commitment to be more than your advisor. We’ll be your personal advocate.

  • Home, auto, and umbrella insurance discounts exclusively for lawyers through insurance companies endorsed by the State Bar of Wisconsin
  • Life and disability insurance to ensure your financial needs are covered
  • Proactive risk management practices designed to prevent losses
  • Specialty coverages that go beyond your traditional insurance, including cyber solutions, collectibles and identity theft
Learn More Learn more about personal insurance solutions

Loans are subject to credit and property approval, bank underwriting guidelines, and may not be available in all states. Other loan programs and pricing may be available. Certain conditions, terms, and restrictions may apply based on the loan program selected. The term of the loan may vary based upon program chosen. Property insurance is required; if the collateral is determined to be in an area having special flood hazards, flood insurance will be required.

Jon C. Donahue
Jon C, Donahue, SVP Private Banking, Milwaukee, WI

Your Trusted Partner for Life's Biggest Moments

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.

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