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Showing 411 to 420 of 531 results for Planning

  • End of Year Financial Considerations

    The end of the year is the perfect opportunity to dot your I’s and cross your T’s when it comes to your financial hygiene. Whether it’s remembering to take your required minimum distribution or finalizing your charitable giving for the year, here are a few things to consider. 

  • The 50/30/20 Rule Explained: A Simple Budgeting Strategy for Financial Success

    Discover how the 50/30/20 rule simplifies budgeting. Learn to allocate your income using the 50/30/20 budget method to achieve financial freedom. 

  • How to Maximize Credit Card Rewards So They Work for You

    Learn how to maximize credit card rewards from choosing the right card to smart savings strategies to boost your rewards.

  • Steve Rewolinski VP Business Banking

    As Vice President, Business Banking, Steve prides himself in establishing strong partnerships. He maintains existing client portfolios while growing new client relationships. Using a straightforward and caring approach, he always tries to do what’s best for his clients and their businesses. With a wide variety of solutions available, Steve can help clients manage and protect their hard-earned money. Steve also collaborates with other Johnson Financial Group partners to assist businesses with a wide range of financial needs.

  • Tiffany Kloc AVP Business Banking

    As Assistant Vice President, Business Banker, Tiffany takes pride in guiding clients on their unique financial journey. As a trusted advisor, she strives to truly understand each client’s story by asking questions, confirming what she heard, and providing recommendations toward fulfilling their financial goals. Together with her team, Tiffany is passionate about providing an exceptional client experience through open communication, transparency, and trust.

  • Eyenith Sandoval AVP Community Mortgage Loan Officer

    As Assistant Vice President, Community Mortgage Loan Officer, Eyenith works with clients to establish a plan to achieve their goal of purchasing a new home. Throughout the process, Eyenith makes her clients feel comfortable by first understanding their questions, concerns and expectations. She then explains available financing options and provides educational resources on the fundamental steps of buying a home.

  • Family Office Services

    Customized services designed to simplify your life and preserve your wealth for future generations.

  • ACH Payments

    Automatic Clearing House (ACH) transactions allow money to move in and out of your account, saving you time and money.

  • ACH Origination

    Automatic Clearing House (ACH) transactions allow money to move in and out of your account, saving you time and money.

  • Everything You Need to Know About Buying a Second Home

    Whether you’re looking for a vacation retreat, an investment property or a place to retire, this guide provides you with the knowledge needed to buy a second home with confidence.

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