Invest Your Way
Johnson Financial Group Financial Advisors can help you make the most of your money and your life with a variety of investment solutions.
Individual Retirement Accounts (IRAs)
Whether your retirement is soon approaching or several years down the road, the advantages of an IRA can give you confidence as you prepare.
If you’ve earned income and are younger than age 70½, a traditional IRA may be the best option.
If you’ve earned income below a certain threshold set by the IRS, a Roth IRA may be best for you.
Stocks, Bonds and Funds
Our advisors will work with you to develop a strategy based on your goals, risk tolerance and timeline.
Stocks give you the opportunity to buy ownership in a specific company or companies.
Bonds are a good way to diversify your stock portfolio and can balance out a downturn in the stock market.
A popular choice for funds is a mutual fund that includes a portfolio of stocks, bonds, or other securities.
Exchange-Traded Funds (ETF)
An ETF is a basket of securities that you can buy or sell through a brokerage firm on a stock exchange.
An annuity is an investment tool that can provide you with a regular paycheck after you retire.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency||Not Bank Guaranteed||Not Bank Deposits or Obligations||May Lose Value|