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Financial Planning: Who to Talk to, and What to Talk to Them About

What to look for in a financial advisor—and the life scenarios an effective advisor can help you navigate. Wayne Janus provides some helpful insights into how to effectively incorporate the help of a financial planner.

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Wayne Janus

President of the Financial Planning Practice at Whitnell

Wayne Janus has more than 35 years of experience in the financial services industry. As President of the Financial Planning Practice at Whitnell, an Affiliate of Associated Bank, he provides personal financial and tax planning for a wide range of individuals, including senior executives, affluent business owners, law firm partners, retirees and families of deceased clients. Janus helps clients maximize the tax benefits of charitable gifts, find creative ways to fund college education for children and grandchildren, as well as plan for retirement needs, such as evaluating the tax implications of residing in other states.

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