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Showing 41 to 50 of 594 results for Succession Planning

  • Tax Implications of Your Financial Planning Strategy

    When it comes to financial planning, there’s a lot to consider. Here are some tax implications you should keep in mind when creating and revising your financial plan. 

  • Caring for the Elderly: Proactive Planning for Families

    Proactive caring for the elderly is essential to ensure the well-being and comfort of aging loved ones. Discover the key items families should consider for elder care.

  • Bob Schneider SVP Advanced Planning Senior Manager CFP®

    Bob is a CERTIFIED FINANCIAL PLANNER™ professional with more than 25 years of experience helping individuals and families gain financial clarity and confidence through personalized, goal-based planning. Throughout his career, he has focused on building trusted relationships and delivering advice that aligns with each client's unique goals, values and vision for the future. As Senior Manager of Advanced Planning, Bob leads JFG's Financial Planning team, supporting the development of planners and helping advance the firm's commitment to exceptional advice and client experience. He is passionate about simplifying complex financial decisions, fostering professional growth and empowering both clients and advisors to make informed decisions with confidence.

  • Understanding Estate Planning Tools and Their Purposes

    While many people have estate planning documents prepared, almost as many don’t fully understand how those estate planning documents work or why they have them. Joe Maier, JD provides an overview in this week’s Wealth Insights.

  • Planning For the Birds (Snowbirds That Is)

    The desire to escape Wisconsin’s frigid winters isn’t the only thing snowbirds should consider—moving your residency may help limit your tax burden but could also complicate inheritance for your children and grandchildren.

  • Susan Baran, CFP® VP Wealth Advisor

    As Vice President Wealth Advisor, Susan provides high-level financial guidance and strategic planning to help clients achieve their long-term goals and objectives. Additionally, she specializes in developing and implementing effective succession plans to ensure a smooth transition and continued success for business owners. Susan takes a collaborative approach to financial planning, ensuring her clients are fully engaged and motivated to achieve their goals.

  • 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.

  • Trey Grassl AVP Wealth Advisor

    As Assistant Vice President Wealth Advisor, Trey guides clients toward their unique financial objectives by prioritizing what matters most to them. He believes successful wealth strategies start with understanding clients’ wants, needs and wishes. By collaborating with advisors on his team, Trey delivers a holistic wealth management approach that addresses each area of their financial lives.

  • LinkedIn Live Event: Retirement Planning Strategies for Commercial Airline Pilots

    As a retiree there are several key planning tools and sources of income that can impact your financial future. Johnson Financial Group hosted a recent webinar to discuss planning strategies that can help keep you in the post-retirement redzone.

  • Three Essential Estate Planning Steps to Protect Your Nest Egg

    Learn more as Nicole Farbo, VP Wealth Fiduciary Advisor, CFP®, shares valuable insights on protecting your assets and ensuring your loved ones are taken care of in the future through estate planning.

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