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:

Free Retirement Plan and Portfolio Review

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.

Schedule a FREE, no obligation, get acquainted meeting with Peter Johnson

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

Flexible appointment times are available.

Newsletters

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

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

More Calculators

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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