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

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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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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Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Lease Payment

How much would your monthly lease payment be?

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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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