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Showing 141 to 150 of 556 results for Planning

  • Karla Losey, CFP®, CWS® VP Wealth Advisor

    As Vice President Wealth Advisor, Karla dedicates herself to understanding the personal and professional aspirations of her clients. Drawing on her extensive background in banking, which spans from lending to business banking, she crafts tailored financial strategies to help her clients reach their goals. Karla is deeply committed to building strong, lasting relationships by actively listening and working closely with her clients to ensure their financial plans align with their unique needs and objectives.

  • Saving for a Vacation

    Planning a weekend getaway with family, a cross-country road trip, or traveling abroad? Regardless of your destination, we can assist you with financial planning strategies for your next trip.

  • Education & Guidance

    Smart advice and inspirational ideas from experts to help you plan the big decisions for your business.

  • Annuities

    Looking to add more certainty to your financial planning? Whether you’re saving for retirement or already retired, annuities may be the solution for you.

  • What Does Your Spouse Want in Retirement? 6 questions to Ask

    Retirement planning with a spouse is a shared venture that inevitably involves differing visions. Here are six questions you and your spouse can ask yourselves—and each other—to help navigate the pivotal preretirement phase as smoothly as possible.

  • From Residency to Retirement

    You face unique personal and professional demands every day. Whether you’re fresh out of residency or close to retirement, we want to help you navigate your financial future. Select your career stage below to learn more about personalized financial and wealth planning options.

  • 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.

  • Intern Takeover: Money and Career Advice for College Students

    In this episode, three Johnson Financial Group interns join CEO Jim Popp to talk career advice, financial planning and why human connection still wins in an AI world.

  • Steven Reuhl SVP Wealth Sales Manager

    As Senior Vice President, Wealth Sales Manager, Steven leads a team dedicated to delivering tailored financial advice and solutions while continuing to serve clients directly. He draws on his wealth management background to help both his team and his clients navigate unique financial goals, risk tolerance and lifestyle aspirations to develop strategies that maximize wealth preservation and growth. Steve takes a proactive approach by staying current on industry trends and regulatory changes to keep his team informed and his clients well-advised. He believes in the power of collaboration and strong leadership to drive optimal outcomes and lasting, positive impact on the lives of those they serve.

  • Anita Resch, CFP® SVP Senior Fiduciary Services Manager

    As Senior Vice President Senior Fiduciary Services 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.
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