Search Results
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Investment Process: Going Beyond the Regulations in Retirement Plan Strategy
When discussing retirement plans, people often gravitate first toward investment selection. It's a common misconception that this area is mostly about picking high-performing funds. It’s actually about a process—one that needs strategic, ongoing management.
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Our History
Strong family values, dedicated associates, loyal clients, engaged communities. Financial success with a long-term vision.
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Do you need an estate plan? No, but you want one.
This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy
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Family Business Succession Planning: Engaging the Next Generation
Family business is the engine that fuels the U.S. economy, yielding major impact on job creation and economic growth. Yet many struggle with basic objectives such as communication, mission, shared values and succession.
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2025 Annual Report
View Johnson Financial Group's 2025 annual report to learn more about how the company's financial performance, 2025 achievements and what to look forward to in 2026.
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Cool Million Calculator
What might it take to save one million dollars? This financial calculator helps you find out. Enter in your current savings plan and graphically view your financial results for each year until you retire. Press the 'View Report' button for a report that helps you see when you might hit your cool million - and what you might be able to do to possibly achieve this goal.
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2022 Housing Market Overview: Everything You Need to Know
In the ever-changing housing market, it’s hard to stay up to date on the latest news. Not to mention, getting accurate information from a credible source is a whole ‘nother ball game. That’s why GoGedders brought in financial expert Steve Greiff, Senior Vice President and Director of Mortgage at Johnson Financial Group, to give us the lowdown.
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Long-Term Care Expense Calculator
Long-term care is needed by those who can't perform the basic tasks required to take care of themselves. This can include people suffering from a debilitating illness or chronic injury. The need for long-term care can arise unexpectedly, often creating a large financial burden. This calculator can help you determine if you are financially prepared for this impending expense.
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Family Wealth Planning
Determine what story you want your wealth to tell.
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Business Succession Planning
As a multigenerational family business, we are attuned to the needs of business owners at every stage, from that initial creative spark to your retirement and beyond.