Financial Planning for Johnson & Johnson Employees

We believe that comprehensive financial planning must look at the whole picture and integrate objective advice on company sponsored benefits. This holistic approach to financial planning strives to add clarity for both current employees and retirees around the country.

Request an Introduction Image
Request an Introduction

Let’s achieve your goals together.

Building for the future requires a comprehensive plan built on knowledge and experience. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take time to fully understand the depths of their personal financial goals. For this reason, we offer a complimentary consultation to review the following topics and address any questions you may have:

Schedule a Meeting
  • Pension Benefit (both old FAP and new RVP)
  • 401(k) Options
  • Pre-Tax vs. Roth Contributions
  • Stock Options
  • Restricted Stock Units (RSUs)
  • Retirement Affordability and Tax Planning Opportunities
Schedule a Meeting

Our Team is Your Team

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way. As an Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

Executive Financial Counseling as a Corporate Benefit

Tax Planning & Preparation

Estate & Gift Planning

Retirement Plan Advisory

Insurance Planning & Risk Management

Investment Solutions

Family Office

Business Owner Advisory

Marital Financial Planning
Book a Meeting

A Collaborative Team Focused on You

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

As a Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

Meet the Team

Luke Ramey

Senior Associate

Ryan Eversole

Principal

Seth Newby

Senior Associate

John Stanovich

Principal

AJ Zimmerman

Senior Associate

Ashley P. Hembree

Principal
John Stanovich
Our JNJ advisor team and fellow colleagues are extremely excited to join Cerity Partners. We believe our teams are stronger and more equipped to continue servicing our existing JNJ clients, employees and retirees. With consistent change related to your JNJ benefits, it has never been more important to have ongoing communication and direction from a trusted resource. ”

John Stanovich, CFP®, Principal

Schedule a Group Benefits Education Session

Cerity Partners offers group benefits sessions to help you and your colleagues understand, appreciate, maximize your JNJ benefits, so that you can stay focused at work and build your confidence in your overall financial plan. Topics can be customized to fit the needs of specific employee demographics. Common topics include:

  • Retirement & Pension Plans
  • Long-Term Incentive Plans
  • RSU’s & Stock Options
  • JNJ Benefits
Learn More

Cheryl Donaldson

Principal

Financial Planning

401(k) Planning for 2023

Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.

Paul Chmielewski

Partner

Tax Strategies

2023 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2023.

Michael B. Fischer

Principal

Financial Planning

A Pitfall of the “Backdoor” Roth IRA Conversion

Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to…

Daniel Park and Cheryl Donaldson

Financial Planning

Ways to “Supercharge” Your 401(k)

A traditional pre-tax dollar funded 401(k) will grow tax-free over its lifetime, however there are factors to consider that could "supercharge" your 401(k) growth.

Cerity Partners is not contracted with, endorsed by or affiliated with JNJ.

Please read important disclosures here.

Your Introduction to an Expert Financial Partner Awaits

Specialized Financial Planning Advice for JNJ Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

Luke Ramey headshot

Luke Ramey

Senior Associate

Specialized Financial Planning Advice for JNJ Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

Luke Ramey headshot

Luke Ramey

Senior Associate

Book your meeting

This call is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Luke Ramey

Senior Associate

Thanks!

For general inquiries, click here | For institutions and non-profits, click here

For general inquiries, click here
For institutions and non-profits, click here

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.