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:
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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.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.