Retirement used to be a distinct event; a finite date circled on the calendar. But as the working world changes, the viewpoint on retirement is changing, too. At Johnson Investment Counsel, we understand how deep that change goes, beyond just financial figures. How much you have or plan to make is an important part of the picture, but it’s also about considering how you’ll fill your days when your working schedule changes. Have you asked yourself how you’ll spend your time? Or what activities or purpose will fuel your days?
We also understand how very unique this process is for every person— your path to retirement is unique to you. We’ve been helping clients through this transition and experience since 1965. We know how crucial it is to create an individualized plan that helps each person think through all the details, impacts, and implications. Our eyes are focused squarely on your future; we work together to determine the best approach for you while considering your passions, purpose, family, and goals.
Our uniquely personal, integrated approach is designed to help you fulfill your purpose and meet your financial goals. Our job is not to just manage your money for life, but to counsel you through every change you will inevitably face. As a compassionate group of experts, our wealth advisors operate with the utmost respect and integrity for the role we play in our clients' lives and livelihoods.
A successful retirement strategy isn’t just driven by numbers - we must also consider elements of our past such as money mindset, relationships, health and goals. Even with these differences, it’s valuable to follow a step-by-step framework when considering retirement. Learn the steps to plan for retirement and how you might work with a wealth advisor.
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The journey of life is full of challenges, blessings, and opportunities. Each of us walks a unique path, and we only get one chance to live an impactful life. For over five decades, clients have entrusted Johnson Investment Counsel to guide them on the journey. Read more about the distinct phases in life's journey and the planning opportunities they provide.
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In times of market volatility, it is natural to feel unsure about how to navigate financial waters. In this month's blog, Tony Kure discusses ways to remain stable--even when the market is not. Read more about Tony's suggestions to achieve peace of mind, including controlling what you can control and learning from history.
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