Wealth Background

ClearWealth® Financial Planning

Planning Tool

Only 20 percent of adults have a written financial plan. And just 26 percent have consulted with a financial advisor.1 Developing a sound financial plan is essential to achieving your long‐term financial goals. It also takes time, knowledge and confidence to establish and then follow through.

If you are one of the 80% of adults who do not have a financial plan, Johnson Financial Group advisors are ready to assist. We will work together to ask the right questions and listen carefully to understand your needs and help you clearly define your goals – not just your assets. That's the foundation for a comprehensive financial plan.


Your Financial Plan is Much More Than a Retirement Plan

Our experts are ready to advise you in a number of areas of your life, including:

Risk Management and Insurance Invesment Planning and Issues Retirement Planning
Tax Planning Estate Planning Cash Flow and Liability Management

Our advisors help build and preserve your wealth in a way that helps you feel confident, and financially secure through our ongoing process.

[1] 2015 Planning and Progress Study: Northwestern Mutual.

ClearWealth® Financial Planning Tool

See Your Entire Financial Picture. Now. And in the Future

After we've developed your comprehensive financial plan, we will provide you with your own personal ClearWealth website that will allow you to see your current financial situation and make projections into the future for many different scenarios based on information you provide.

ClearWealth Infographic: Product Features

View potential impact of your decisions — today and for your entire lifetime. View up‐to‐date information on your accounts, net worth, investments, spending, insurance and more.

If you are interested in learning more, call 888‐769‐3796 or click here for more information.

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

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