Search Results
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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.
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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.
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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.
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Everyone Has an Estate Plan. Whose Deciding Yours?
Estate planning isn't just for the wealthy. In this webinar, Wealth Education Coordinator Maureen Holsen and Director of Wealth Strategy Joe Maier discuss key estate planning essentials and how to ensure your wishes are reflected in your plan.
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Legacy Planning: Creating a Positive Impact for Loved Ones
Learn the key differences between legacy planning and estate planning with Joe Maier, Director of Wealth Strategy at Johnson Financial Group.
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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.
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Justin Mager Financial Advisor AVP, Johnson Financial Group Financial Advisors
As a 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, Financial Advisor, Kyle uses his extensive 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. -
Amy Buzza Officer Wealth RPS Advisor
Amy serves as the day to day contact and consultant to Retirement Plan Services Plan Sponsors and Plan Participants on all qualified plan related matters. -
Scott Rescigno Wealth Fiduciary Advisor
As Wealth Fiduciary Advisor, Scott specializes in guiding clients through a comprehensive range of financial services, including retirement planning, estate planning, wealth accumulation, charitable gifting and legacy planning. His approach is rooted in building deep, multigenerational relationships with the families he serves, with the goal of helping them create, preserve and transfer wealth across generations. By aligning each strategy with his clients’ personal values and long-term goals, Scott strives to provide clarity, confidence and continuity in every stage of their financial journey.