Bryan A. Johnson

Director

CFP®

Baird1245 Corporate Center Dr, Oconomowoc, WI 53066

Broker Affiliation: Robert W. Baird & Co. Incorporated

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

GenX

Identify your desires.

Also: Pre-Retiree, Retirees or Seniors

Major Milestones I Specialize In

Death in the Family, Retirement Planning, Widowhood

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

I am a partner with the Johnson Kellogg Lane Group which provides comprehensive financial planning services. With extensive experience in the areas of retirement planning, investment planning, tax planning, and insurance planning. Interview process to get to know each other, gathering detailed information, create comprehensive solutions, review and begin execution, monitor and review.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.