Our Company

John Patrick Planning Group, LLC, is an employee benefits, insurance planning, and financial strategies firm, founded in 2001. The firm representatives are Pat Mongin, CLU, LUTCF, and John Wheeler, CLU, ChFC, LUTCF. Pat and John's combined experience of 65 years in their industry allows them a wealth of experience in both benefit planning and financial strategies.

Our Commitment

We have a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. We will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

If you have any questions about your current financial situation or wish to schedule an appointment please contact us at (920) 430-7970 or email us at lisa@johnpatrickplanning.com.