With a deep understanding of the complex financial landscape that businesses must navigate, Johnson Investment Counsel specializes in providing financial strategies and tailored solutions for small- to mid-size businesses. Our firm’s expertise and experience positions us to address the diverse needs of small business owners and multigenerational companies. As an independent, employee-owned firm, we deeply understand the perspective of our small business clients.

At the core of our business solutions lies our commitment to crafting robust financial strategies and corporate retirement plans that set employees up for success, optimize tax efficiency, facilitate charitable endeavors, and preserve family legacies for generations to come.

Our advisory teams work closely with our clients in order to understand their unique goals and challenges and ensure that every plan is tailored to their business’s specific needs and aspirations. We have a dedicated team that oversees our corporate retirement planning services.

We offer comprehensive guidance on navigating complex transactions, such as selling your small business. We work with a network of trusted partners who ensure that entities are structured in a tax-efficient manner that maximizes value.

Discover our comprehensive Corporate Retirement Plans

Johnson Investment Counsel offers extensive corporate retirement planning services aimed at assisting small businesses in offering optimal company retirement plans for their employees. We have a dedicated in-house group that oversees our retirement advisory services. Our expertise includes:

  • Selecting the best types of retirement plans
  • Monitoring plan investments
  • 401Ks
  • Cash balance
  • NQ deferred comp
  • Corporate tax planning

Company retirement plans tailored to your employees’ needs

Our approach to managing Corporate Retirement Plans aligns with how Johnson Wealth Management works with individual and family clients. Our dedicated teams are responsible for setting up, managing and overseeing 401Ks, working closely with the employees of our business clients to guide those participants to the best ways to utilize their 401K investments.

As an independent, employee-owned, fiduciary, and fee-only wealth management firm, we don’t work on commission and we don’t answer to outside entities. We work alongside each 401K plan participant, creating secure, future-focused, and tailored plans designed to deliver lasting peace of mind.

An overview of our service offerings

We begin our conversations by establishing the goals of your business’ retirement plan, reviewing current performance, and discussing additional integrations and efficiencies. From here, we analyze, develop, and implement a plan tailored to your business’ needs. Once the plan is in place, we establish ongoing interactions to share quarterly reports, meet with plan participants, and discuss risk management for the business and owners.

Customized services for every stage of your business

  • Corporate Retirement Plans

    Our dedicated in-house team oversees our retirement plan practice, which includes a process for selecting and monitoring plan investments. Our approach is similar to that of our Wealth Management team’s approach: we focus on educating and guiding plan participants to the most effective way to utilize their 401K investments.

  • Business Transitions

    From helping to formulate a financial plan for the windfall that comes with selling a business, to providing corporate guidance, we work closely with business owners to create and implement solid financial strategies. The earlier we can get involved, the greater impact we can make. Our Johnson Trust Company provides guidance pertaining to efficient tax planning, charitable planning, and family legacy planning.

  • ESOP Clients

    As an employee-owned firm ourselves, we have a unique perspective and deep understanding of employee-owned businesses. This makes us great partners to help guide the impact and success that Employee Stock Ownership Plans can have in your organization.

Your Journey

Trusted financial guidance for every stage of life

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Our Team

Driven by a genuine heart to serve

Our mission to “deliver peace of mind through trusted counsel, exemplary service, and a genuine heart to serve” has guided our clients through challenges, whether personal, economic, or market-related. Our team of experienced, compassionate professionals always works in your best interest.