Financial and
Retirement Planning
Insurance and Risk

We offer personalized
service

Delivering financial solutions on what's truly important to our clients.
HOW WE CAN HELP

Financial Planning
Wealth Management
Retirement Planning

Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future.

When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals.

Insurance Solutions
Term & Whole-Life
Disability
Annuities
Long-Term Care
Health Coverage Review
Property Coverage Review
Financial
Planning
Wealth Management
Financial Planning
Retirement
Young Professionals
Family Planning
Retirement
Planning
401(k) & Rollovers
IRA & Roth IRAs
Social Security Planning
Pension Maximization
Retirement Projections
Income Distribution
Education
Planning
Cost Projections
Education Trusts
529
Coverdell
UGMA/UTMA
Debt Strategy
Charitable
Giving
Philanthropy
Donor Advised Fund
Gifting Appreciated Assets
Legacy Planning

Estate and
Succession
We will work with your attorney on estate and succession planning.
Estate Analysis
Gifting
Avoiding Probate
Generational Transfers
*We do not provide legal advice.*

Wealth
Management
Customized Portfolio
Investment Strategies
Portfolio Management
Active Management

Asset Allocation

Diversification

*We craft the best solutions for your needs.

Tax
Planning
Tax Planning*
Tax Projections
Efficient Strategies
Required Minimum Distributions (RMD)

*In coordination with your tax professionals on tax planning. We do not provide legal advice.

Financial solution options for you, your family, and business at every age and stage


Let us help you

Expect More


Plan for growth and preserve your wealth.


Your life goals are our life's work. We look beyond the numbers to create a wealth management plan tailored to your complex needs and goals.

We’ll work with you on wealth-building strategies that focus on what's important to you, your needs and your plans for your family or business.


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Our Focus

Join the Family


Our priority is you, your values and goals.


Johnson Capital Planning is proud to offer personalized financial planning and investment management services that are catered to each individual's unique needs. Our priority is you, your values, and your life goals. We work hard to put you on the right path to achieving what matters to you, and aligning you with solutions that reflect your overall vision.


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How we can help

Investments


A Clear, Consistent Approach


Our registered investment advisors are registered with Wilson Wealth Management Group and can provide investment advice. In addition, we have licensed insurance brokers who can address your insurance needs.

We carefully review your current portfolio and offer smart suggestions to match your goals and reduce risk. We do this by combining sound investment principles, exhaustive research and knowledge of your individual financial situation to build the right portfolio for you.


Free Consultation

How we can help

Wealth Management


Smart and friendly professionals protecting your financial well-being.


We’re a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Each individual or family of clients has unfettered access to our firm’s broad expertise, ready to meet the goal of protecting your financial well-being.

We carefully review your current portfolio and offer smart suggestions to match your goals and reduce risk.


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Explore our many solutions we provide

Financial options for you, your family, and business at every age and stage.
growth
Plan for growth
We'll work with you on wealthy building strategies that focus on what's important to you, your needs and your plans for your family or business.
wealth
Preserve your wealth
Change is inevitable—and we can help you plan for it. We’ll guide you through ways to help maintain and preserve your wealth, so you can protect your legacy.
team
Live empowered
We’ll help you manage the competing needs of today, your goals for tomorrow and your retirement. With a plan in place, you can have the confidence to get there.

Dedicated
professionals

We will provide a deep dive analysis of each clients’ individual financial situation to adequately recommend solutions to meet your goal(s). We focus on finding the right solutions rather than selling the wrong products.

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