• Next Quarter Century

    Helping you maintain and grow your wealth isn't defined by a product or service we offer, it's simply who we are. When our founder, Sam Johnson, talked about planning for the next quarter, he always meant the next quarter century. That same long term focus continues to guide us in our mission to help you plan for the next generation.

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    It's nearly impossible to separate your financial life from the rest of your life. ClearWealth® Financial Planning is just one of many ways JFG is committed to helping you build a thriving and meaningful future for your whole life.

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Products & Services

Value Added Services

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Long-Term Care Insurance

Have you thought about what would happen if you ever developed a chronic illness or disability that leaves you unable to care for yourself for an extended period of time? Our advisors can ensure you are properly covered, giving you total peace of mind.

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ClearWealth® Financial Planning

Understanding your needs and clearly defining your goals is critical to creating a solid foundation for a comprehensive financial plan. Our advisors will partner with you to guide you through the entire process.

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Brokerage

Your money is a tool to achieve all of your dreams. Your investments should help improve your life and the lives of those around you. Johnson Investment Services provides access to a full line of investment choices to help grow your portfolio, establish a legacy for your loved ones, or support the charities that are important to you.

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Resources

  • articlesInvestment Commentary | Monday, February 25

    This is part of an ongoing series of articles published by Johnson Financial Group. This issue is written by Brian Andrew, EVP, Chief Investment Officer. Subscribe As Smart As a Fifth Grader? Last week, I was helping my son study for his fifth grade history

  • articlesEconomic & Market Outlook - First Quarter 2019

    Executive Summary Asset Class Returns – 2018 Review The return environment in 2018 proved to be challenging, with most major asset classes posting losses for the year [Exhibit 1]. 2018 also saw the return of volatility, which had been at unusually