Wealth Background


Johnson Investment Services

Your money is a tool to achieve all of your dreams. Your wealth should help improve your life and the lives of those around you.

Johnson Investment Services provides access to a full line of investment choices, including traditional brokerage services, to help manage your portfolio, establish a legacy for your loved ones, or support the charities that are important to you.

Our experienced advisors will develop all‐inclusive financial strategies tailored to pursue your goals now and into the future. Let's get started on a solid plan for your future today.

Customized Goals Based on Financial Planning

Financial planning is a comprehensive approach to help you understand your short and long‐term goals. After working closely with you, we will provide you with an action plan tailored for you.

Check the background of our investment professionals on FINRA's BrokerCheck.

Our Financial Planning Process

Setting Goals We will meet with you to develop a deep, clear understanding of your needs, risk tolerance and life goals.
Gathering Information To understand your total financial picture, we'll work with you to gather information to provide an accurate foundation.
Assessment We'll perform an in-depth analysis of the information we've gathered together to assess your situation.
Construct a Financial Plan Working together, we'll construct a detailed long-term strategy, or roadmap, to help you make informed decisions.
Implementation Guided by your roadmap, we'll help you implement the recommendations. Your Johnson Bank team will also work with your attorney, accountant or other professional partners to ensure a truly cohesive financial plan if you choose.
Monitor and Review Through periodic reviews, we closely monitor progress toward your goals and adjust our recommendations as needs or market conditions change.

Personalized Asset Allocation Strategies

The asset allocation process is personalized to determine which mix of assets to hold in your investment portfolio. The allocation that works best for you depends largely on your timeline and your ability to understand and tolerate risk.

A diversified investment portfolio is important. It may minimize your risk and rebalance to the changes in the market. If you are starting to build your investment portfolio or are an experienced investor, our advisors will help you select an asset allocation that is right for you.

Comprehensive Retirement Planning

Retirement planning is more than numbers on paper. It ensures your banking, insurance and investment decisions work together with your lifestyle choices for your maximum benefit. With our full complement of strategies and services—from rollovers to IRAs, SIMPLEs and SEPs—we'll tailor a plan that reflects the total picture of your long‐term, financial well‐being.

Our experienced advisers will help develop a plan for accumulating funds for your retirement or, if you're already retired, helping to ensure you won’t outlive your assets.

Extensive Range of Investment Choices

At Johnson Investment Services, we have access to a full complement of financial products and services including brokerage options. From cost effective tools like Exchange Traded Funds, and Unit Investment Trusts to Retirement Plans and Accounts, our experienced advisors will help tailor investment strategies to your needs.

401K Rollovers IRA Transfers Retirement Annuities
Retirement Income Annuities Managed Retirement Portfolios Legacy planning
Wealth Planning and Transfers Traditional brokerage services including Stocks, Bonds, Mutual Funds, Annuities, UITs and Real Estate Trust Charitable Planning

Check the background of our investment professionals on FINRA's BrokerCheck.

Johnson Financial Group and Johnson Financial Group Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

LPL Financial Privacy Policy

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

  1. Representatives of a broker‚Äźdealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
  2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Contact Us

You can also call 888.769.3796

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