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Options for Your Retirement Plan if Your Employer Is Acquired

Mergers and acquisitions are an ever present reality in business. The headlines often focus on the financials of the business transaction, but the financial impact on individual employees can be just as important.
Fiduciary Governance: Going Beyond the Regulations in Retirement Plan Strategy

A truly excellent retirement plan benefits both employees and employer. Regulatory compliance is the baseline of excellence—not the finish line. In this series on “going beyond the regulations,” we cover best practices across six areas to look out for.
Johnson Financial Group plans new branches, including in West Milwaukee

Johnson Financial Group is planning to build a 4,500-square-foot retail branch at 4319 W. National Ave. in West Milwaukee.
Do you need an estate plan? No, but you want one.

This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy
Fee structure: Going beyond the regulations in retirement plan strategy

Your fee structure reflects your dedication to creating a retirement plan that serves employees and supports business objectives, while building trust through transparency and equitable practices. Learn more about why fees can impact your plan.
What Is a Retirement Plan? A Beginner’s Guide to Saving for Your Future

Discover the essentials of a retirement plan with our comprehensive guide. Learn what it is, how it works and how it can help you save for retirement.
When the Inheritance is Junk to Heirs, Advisors Need a Plan

Learn from Director of Wealth Strategy Joe Maier how to create an estate plan that truly reflects what matters to your family when it comes to your valuables.
New Year Financial Planning: Key Strategies for 2026 Success

In this episode of Your Money. Your Mission., learn the new year financial planning tips to help you achieve your goals.
Justin Mager Financial Advisor AVP, Johnson Financial Group Financial Advisors
As an LPL Financial Advisor, Justin believes that financial planning is foundational to his client relationships. He enjoys collaborating with clients to customize strategies that help them work toward achieving their goals. As part of his planning process, he specializes in income strategies, asset protection planning and tax-efficient investing.
Kyle J. Rossi, CFP®, EA, ChFC®, CDFA®, AIF®, BFA® Financial Advisor VP, Johnson Financial Group Financial Advisors
As Vice President, LPL Financial Advisor, Kyle uses his knowledge of investments and financial planning to help clients work towards their short- and long-term financial goals. He builds strong relationships with clients while delivering comprehensive, tailored financial solutions to help them succeed.