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Showing 281 to 290 of 689 results for Protecting My Business

  • Brad Mazola Senior Vice President – Wealth Advisor

    As Senior Vice President – Wealth Advisor, Brad is responsible for creating, implementing and overseeing effective wealth management strategies. He provides valuable assistance to clients in areas such as investment management, retirement planning, estate and trust planning, business succession and charitable giving strategies. Brad takes a holistic approach by collaborating with clients to establish a well-defined roadmap towards accomplishing their personal and financial goals. His sincere dedication to helping individuals thrive financially is evident in his work.

  • 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.

  • Kelsey Ellsworth, CFA® VP Wealth Portfolio Analyst Manager

    As Vice President, Wealth Portfolio Analyst Manager, Kelsey works to construct customized portfolios for individual and corporate clients. She is dedicated to understanding each client’s risk and reward profile to deliver solutions that meet their unique goals and objectives. Kelsey also leads a team of Portfolio Analysts who provide portfolio support to our advisors and clients.

  • What Is a Financial Plan?

    Financial planning sets you up for success both short- and long-term. Learn what a financial plan is, along with the steps to creating one.

  • Part II of III: The Goldilocks Planning Solution to the Reduction in the Transfer Exemption

    This is the second article of a three-part series on the use of a spousal lifetime access trust (or SLAT) to eliminate the risk of changes in the estate and gift tax system.

  • Client Resources

    MyJFG guides and FAQs to help with your digital experience.

  • Rick Anderson AVP Commercial Real Estate

    As Assistant Vice President, Commercial Real Estate, Rick is responsible for the reviews and renewals of the Minnesota Commercial Real Estate Portfolio. Rick also underwrites and presents new real estate lending opportunities within the Minnesota region.

  • The Art of Retirement Income: Making the Most of Your Savings

    When I work with pilots to create a retirement income stream, I liken it to mountain climbing. If you ask most people what the goal of mountain climbing is, they often say “to get to the top.” The real goal is to not only make the climb up, but to get back down the mountain safely.

  • The Road Ahead for Stocks vs. Alternatives

    Goldman Sachs recently forecasted annualized returns of just 3% in its 10-year stock market forecast, leaving many investors wondering what that might mean for their portfolio. In this week’s investment commentary, Jonathan Henshue, CFA, CAIA discusses what might lie ahead for stocks and alternatives.

  • Derrick Meier Financial Advisor AVP, Johnson Financial Group Financial Advisors

    As Assistant Vice President, LPL Financial Advisor, Derrick helps clients create unique financial plans around their life goals. He understands that every client is different, which is why he enjoys building relationships and learning what matters most to them. As a LPL Financial Advisor, Derrick appreciates the opportunity to help clients financially prepare for every aspect of their life, including their families, careers and personal aspirations.
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