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Showing 141 to 150 of 531 results for Planning

  • How Save for Retirement: Your Roadmap for Each Decade

    Retirement planning looks different at every life stage. Our retirement guide provides age-based insights and tools to help you make informed decisions, no matter where you’re on your journey.

  • Anita Resch, CFP® SVP NE Regional Manager

    As Senior Vice President NE Regional Manager, Anita develops and builds personal relationships with clients and their families. She considers herself a problem solver, advisor and a friend with a heartfelt interest in financial planning, estate planning, estate settlement and family dynamics. Anita is passionate about serving her clients, collaborating with professional partners to further assist with their estate, financial and business succession planning needs. She is honored to assist families navigate complicated and unique financial matters. Through a customized and highly personal approach, Anita provides clients with education and options for solutions.

  • John Keller, CWS®, CTFA SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, John works with a team of knowledgeable portfolio managers, private bankers and other skilled professionals to provide custom wealth solutions, incorporating personalized financial and estate planning concepts to individuals and their families. In addition, John works with nonprofit organizations to identify the organizations' investment objectives and develop an investment policy statement that addresses both current spending needs and long-term objectives.

  • 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.

  • Steven Reuhl SVP Wealth Advisor

    As SVP Wealth Advisor, Steven provides tailored financial advice and solutions to clients. He focuses on understanding his clients' unique financial goals, risk tolerance and lifestyle aspirations to develop comprehensive wealth management strategies that maximize wealth preservation and growth. Steve takes a proactive approach to staying updated on industry trends and regulatory changes so he can provide informed and relevant advice to clients to help them achieve sustainable financial success. He believes in the power of collaboration and aims to achieve optimal outcomes and positive impact on his clients’ lives.

  • Southwest Airlines

    Your Southwest Airlines 401(k) is the cornerstone to your retirement planning. The sooner you begin to create your financial and retirement plan, the greater your opportunity to retire successfully.

  • What are your financial priorities?

    No matter your situation, your financial success requires careful planning and professional guidance. Together, we’ll create a plan as unique as you.

  • Daniel Rolls Associate Financial Consultant Johnson Financial Group Financial Advisors

    As an Associate Financial Consultant, Daniel partners with clients to craft a comprehensive financial plan tailored to their unique goals. His approach brings a sense of security, clarity and understanding to their financial well-being. Whether clients are looking to manage existing investments, embark on their first investment journey, develop a long- or short-term investment strategy, plan for education or prepare for retirement, Daniel is dedicated to helping them achieve their financial aspirations.

  • The Retirement Landscape with Greg King

    Learn more as Greg King, CFP®, SVP Wealth Advisor, shares insights on The Aligned Money Show about setting yourself up for retirement. He covers navigating current markets, tax planning and inheriting IRA accounts.

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