Mary Wallisch - Private Banking, Certified Wealth Strategist

07/08/2025

Managing your financial well-being involves more than just investments—it's about ensuring your legal documents align with your life stages. Explore the importance of reviewing your financial and health care powers of attorney in this insightful article. Keeping these documents updated protects your wishes and eases burdens on loved ones.

Regularly updating your financial and health care power of attorney documents ensures they reflect your current intentions and circumstances. It's also important to clearly communicate your wishes to your chosen agents.

07/04/2025

Happy Fourth of July from Johnson Financial Group! We hope you have a wonderful day with family and friends.

As a reminder, our offices will be closed today.

07/02/2025

Using your home equity can help you finance a new vehicle, consolidate debt or even start a home renovation project. Discover the benefits and your options here: https://ow.ly/rAXb30sNLkl

Please reach out to start a conversation https://ow.ly/JvtF50WjT7p

As life changes and your needs shift, use the equity in your home to finance your next goal. Maybe you’re considering a home improvement, a new vehicle or want to consolidate debt. Whatever your project or plans, a home equity loan or line of credit can help you achieve them.

12/23/2024

Wishing you a joyful holiday season from Johnson Financial Group!

12/13/2024

Thinking about buying a home? It can feel overwhelming, but we're here to guide you through the playbook. From pre-approval to closing, we'll help you score that dream home touchdown.

Contact me today or learn more here:
https://ow.ly/BYEy30sIz7O

12/10/2024

Scams are evolving – are you protected?

Tune in to the latest episode as Chief Risk Officer Todd Shaffer explores current threats, from phishing emails to intricate scams, shares telltale signs of fraud and offers prevention strategies.

Tune in today: https://ow.ly/ZbBH30sIz7Q

12/10/2024

Scams are evolving – are you protected?

Tune in to the latest episode as Chief Risk Officer Todd Shaffer explores current threats, from phishing emails to intricate scams, shares telltale signs of fraud and offers prevention strategies.

Tune in today: https://ow.ly/SOY630sIz7y

10/18/2024

Aspiring to achieve financial independence? This guide outlines practical steps and tools to secure your financial future:

Unlock the path to financial independence with our comprehensive guide. Explore effective strategies to build wealth, manage your finances and achieve financial security.

10/16/2024

Learn the advantages of reviewing your estate plan now if you are looking to pass down IRAs to your loved ones in the latest Decision 2024 video.

Attorney Kelly Spott, shares her insights and addresses this common client concern as the November election approaches.

Learn more here: https://ow.ly/hHjY30sHbaz

10/15/2024

Did you know: 44% of young adults ages 20 – 29 have lost money to fraud.

In this episode, Julie Granger, President of Junior Achievement of Wisconsin and Brenda Campbell, CEO of SecureFutures discuss the top three financial pitfalls for young adults.

Tune in to hear their valuable advice! https://ow.ly/Gw6x30sHbb0

10/14/2024

Building a strong financial plan is crucial for achieving both short-term and long-term success. Learn the 10 easy steps to create your financial blueprint here: https://ow.ly/KYQT30sHbaw

Financial planning sets you up for success both short- and long-term. Learn what a financial plan is, along with the steps to creating one.