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Showing 451 to 460 of 531 results for Planning

  • PBGC Benefits Review

    In our work with airline pilot prospects and 400+ airline pilot clients since 1997, we have provided extensive guidance/advice on defined benefit and defined contribution pension programs elections and options.

  • Best Practices for Hauling Construction Equipment

    Hauling heavy equipment between job sites is a common task in the construction industry. Yet, when equipment is not properly secured, serious accidents can occur during transportation, potentially resulting in destroyed equipment, damaged vehicles, traffic fines and injuries (or even fatalities) among employees or other motorists on the road. Considering these consequences, it’s critical to prioritize effective load securement practices.

  • Jason Weitzel VP Senior Mortgage Loan Officer

    As Vice President, Senior Mortgage Loan Officer, Jason works with construction loans and refinances. His knowledge and expertise leads to a smoother, easier transaction for his clients. Jason likes to present all the options for the client, empowering them to make the decision as to which product will work best for them. Jason understands that everyone has different goals and plans, and a 30-year fixed mortgage won't necessarily be best for everyone. His dedication to providing a higher level of service extends to his nearly constant availability for clients.

  • Johnson Wealth Fixed Income Tilts at Emerging Markets Debt, Mortgage Backed Securities

    Ron Alberts, Director of Fixed Income Strategies, was recently featured in With Intelligence to provide his perspective on opportunities to prioritize emerging markets debt and mortgage backed securities.

  • Treasury Management

    We understand that efficiently managing cash flow is essential to your growth and success. Let us help you find a customized approach that works for your company.

  • Work & Career

    Enjoy the life you're building. Learn how your career and financial goals intersect.

  • Dan Hinkle Senior Relationship Banker

    As a Senior Relationship Banker, Dan provides personalized service for clients through a variety of financial solutions. Working closely with his business partners, Dan helps individuals develop customized financial plans with an emphasis on eliminating debt and building wealth. Through open-ended conversations, he learns about each client to create solutions unique to their lifestyle, so they can enjoy and maintain that lifestyle worry-free.

  • Jason Herried, CFA® SVP Director of Equity Strategy, Portfolio Manager

    As Senior Vice President, Director of Equity Strategy, Portfolio Manager, Jason develops and builds customized portfolio strategies for individual, institutional and non-profit clients. This includes investment policy review and development, portfolio construction, manager and security selection and performance reporting. Jason also serves as a member of the firm's Investment Committee and leads the Equity Strategy Group.

  • Sarah Davis AVP Branch Manager

    As Assistant Vice President Branch Manager, Sarah is responsible for the Janesville Holiday branch. Together with her team, she provides clients with comprehensive financial solutions to meet their banking, insurance, and retirement needs. Sarah enjoys educating clients on everything Johnson Financial Group has to offer and developing plans to help them achieve their goals. Through open communication and transparency, Sarah ensures her clients know they can count on her for any questions or concerns they may have.

  • Action Bias Amid Market Uncertainty

    John Wooden coached men’s basketball at UCLA for 29 years. During that time, his teams won 10 national championships. Wooden is considered one of the greatest coaches of all time—in any sport. His coaching style and leadership methods are studied both inside and outside the world of sports. His most famous quote is one that all investors should take to heart: “Do not mistake activity for achievement.”

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