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Fiduciary based Investment Advisor, Partner of N.E.W Advisory Services, LLC, a Registered Investment Advisory Firm

Johnson Wealth Planning is an investment advisory firm. Working as a fiduciary we specialize in assisting individuals and couples who would like to effectively manage their finances. We specialize in working with individuals who may be going through a life transition such as retirement, divorce, or widowhood. We have almost three decades of experience as financial advisors and as a wealth management firm. Together we have helped many men and women with portfolios over $1 million manage their finances during time of transition.

If you would like to schedule a free retirement plan review simply follow the link:

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For a copy of the latest Newsletter with Market Commentary send me an email from the "Contact Us" section at the top of the page.

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920-494-2040 or toll-free at 1-800-749-9628.

Flexible appointment times are available.

Newsletters

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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