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Showing 111 to 120 of 960 results for Planning for Retirement

  • Dan Plewa Associate Financial Advisor Johnson Financial Group Financial Advisors

    As an Associate Financial Advisor, Dan partners with his team to assist clients with their investment and financial planning needs. He focuses on developing strong relationships with clients to help them through every step of their financial journey. Dan aims to understand clients on a personal level to create a financial plan tailored to every individual’s unique situation.

  • David Dauchy, CFA® Senior Vice President – Senior Portfolio Manager

    As Senior Vice President – Senior Portfolio Manager, David oversees the management of assets for investors. David adopts a consultative and collaborative approach, viewing each situation as a unique problem that requires a tailored solution for every client. He excels at simplifying complex issues, ensuring that clients can easily comprehend and navigate through them. Additionally, David effectively communicates the investment approach to his clients and provides guidance during challenging market and economic conditions.

  • The Penny is Retiring

    The U.S. Mint is officially retiring the penny. We will continue to accept pennies and our team is here to help support individuals and businesses during this transition.

  • Personal Wealth

    We believe that having a wealth strategy is essential to achieving your financial goals. With a comprehensive wealth strategy, you can maximize your long-term wealth potential, plan for retirement and achieve financial security.

  • Michael Cox SVP Portfolio Manager

    As Senior Vice President, Portfolio Manager, Michael believes the best financial recommendations and solutions come from devoting the time up front to get a detailed view of each client’s unique situation. He is a good listener and shares a genuine interest for clients’ needs. Michael's consultative planning approach includes helping people manage their investments and income both before and after retirement. His ongoing goal is to help others by designing and implementing investment strategies that allow them to live comfortably in retirement.

  • Social Security Optimization

    In the latest Retirement Readiness Educational Series, Samantha Kolb and Samantha Guthrie discuss Social Security optimization covering benefit basics, timing strategies and key considerations like spousal benefits and Medicare to help individuals approaching retirement make informed decisions.

  • Retirement Reality Check: Four Risks You'll Want to Avoid at All Costs

    Learn more as Nicole Farbo, VP Wealth Fiduciary Advisor CFP® shares the top risks retirees may face and how to protect yourself against them. 

  • Michael Miller, JD VP Wealth Advisor

    As Vice President Wealth Advisor, Michael excels in guiding clients to clarify and achieve their financial goals. With a deep passion for solving complex problems, he leverages his extensive background in tax law to craft strategic wealth solutions. Michael provides thoughtful, personalized service, ensuring that each client's unique financial aspirations are met with the highest level of care and support.

  • Bob Leibham, CWS® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, LPL Financial Advisor, Bob draws on 25 years of experience to prepare diversified investment portfolios to help meet his clients’ current and future financial needs. He also ensures clients are kept well-informed of their evolving financial status. Knowing clients’ goals change, along with the investment environment, Bob strives to keep investment portfolios efficient and his clients financially comfortable.

  • Bryant Shurn Director of Wealth Services

    As Director of Wealth Services, Bryant oversees the firm’s advisory sales teams, strengthens growth strategies and supports initiatives to enhance client experience and sales performance across the wealth management business. He partners closely with his team to ensure client outcomes remain the center of every strategy. Bryant also plays a key role in developing his team and fostering a culture of collaboration and growth that positions the wealth team for long-term success.
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