Meet Johnson Financial Group

Your patients have peace of mind when they have a team of experts focused on their health and overall well-being. We provide that same peace of mind through a team of experienced professionals focused on your financial goals.

You'll work with one point of contact who will gather a team of financial professionals as well as your attorney, accountant and tax professionals. Together, we'll create a cohesive plan to get you where you want to go. 

Home Loans

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

Why buy a home?

    • Low down payment options for loans up to $1.5 million
    • Deferred student loan debt may be excluded from loan ratios
    • Servicing for the life of your loan

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

Wealth Management Solutions

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Our team is committed to partnering with you to create, grow and preserve your assets now and for future generations. 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
  • Management of your well-earned assets with appropriate risk control
  • Opportunities to invest in a well-diversified, professionally managed portfolio
  • An 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 to transfer wealth to future generations
Learn More Learn more about wealth solutions

We can help you get there

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Personalized services to make your life easier

Your patients have peace of mind when they have a team of experts behind them. The same is true for you and your financial goals. 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

You can manage debt in a cost-effective manner with fixed-rate unsecured financing. Together, we can help you take control of your future with our personalized financial planning approach. 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 your patients’ well-being, we spend ours making sure we protect the things that matter most to you. Among the leading independent insurance agencies nationwide, we have the knowledge and genuine commitment to be more than your advisor. We’ll be your personal advocate.

  • Home, auto, and umbrella insurance discounts designed for physicians
  • 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.

Selina Garcia
Selina Garcia, AVP Private Banking , Kenosha, 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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