Wealth Background

Brokerage

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 grow 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 meet 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 realize your short- and long-term goals. After working closely with you, we will provide you with an action plan tailored for you.

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

INVEST Financial Corporation, member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Johnson Financial Group, Johnson Investment Services or Johnson Bank. Products offered are:

Not FDIC insured. | Not a deposit or other obligation of or guaranteed by any bank. | Subject to risks including the possible loss of principal amount invested.

INVEST Financial Corporation's 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‐dealer (“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.

Resources

  • calculatorsRoth 401(k) vs. Traditional 401(k)

    A 401(k) contribution can be an effective retirement tool. As of January 2006, there is a new type of 401(k) - the Roth 401(k). The Roth 401(k) allows you to contribute to your 401(k) account on an after-tax basis - and pay no taxes on qualifying

  • calculatorsHow long will my retirement savings last?

    Use this calculator to see how long your retirement savings will last. This is based on your retirement savings and your inflation adjusted withdrawals. Javascript is required for this calculator. If you are using Internet Explorer, you may

  • whitepapersInvesting 101: The Basics

    You don’t have to be rich or a certain age or wear Italian shoes. Even having money in an interest-bearing savings account is a basic form of investing. But if you’re ready to go beyond a savings account, you could use our crash course. Whether you’ve

Contact Us

You can also call 888.769.3796

For your security, do not include private or confidential information
Simple types
*
*
*
*
*
*
J Mark Logo

STAY UP TO DATE

Sign up for our newsletters so you can have the latest delivered to your fingertips.

Newsletter Types
Download Adobe Acrobat Reader