Broker Check

A Message From the Founder

My advocacy is rooted in two separate events which occurred 30 years apart. First, during the evening of August 23, 1975, I was trapped between two cars as a pedestrian. As a result of the accident, I sustained multiple fractures of the bones in my legs. The first hospital recommended amputation, so I asked to be transferred for a second opinion. Following the accident, both of my legs were in full-leg casts for the first two months, with my right leg in traction for a total of three months. My right leg remained in a full-leg cast for fourteen months, followed by an additional six months in a full-leg brace. Eventually, I traded my wheelchair for a bicycle and, with my right leg still in a full-leg cast, I started rehabbing my left knee by riding my bike. It was at that time, before the Americans with Disabilities Act, while a student at the University of Wisconsin - Milwaukee, that I developed an interest in advocacy and better accessibility for disabled students.

Over a time-span of 41 years, I have had bone-grafts from both hips, my right tibia and right fibula re-built twice, my right knee and right ankle replaced, my left knee capsule repaired and the tops of four toes on my right foot amputated. Eventually, with thanks for the support from a dedicated group of surgeons, family and friends, I accomplished my goals of skiing the Wasatch Mountains of Utah and the French-speaking Alps in France and Switzerland. Today, I ride my Trek for therapy and enjoy walks with my son, Harley. He was born on February 8, 2003. Two years later, in 2005, he was diagnosed with autism, 30 years after my accident.

With an understanding for the challenges faced by those with physical disabilities, and then my experience as a parent of a child with autism, I became more deeply committed to advocacy. I am currently the president of the Autism Society of Wisconsin and actively involved in supporting many non-profit organizations that focus a variety of diagnoses. Facing challenges has become familiar territory. Consequently, Special Needs Planning, LLC is committed to helping families face the challenges of tomorrow by helping them build a financial plan designed to help meet their needs. We believe that overcoming challenges is best accomplished with a team that shares a common goal and knows what steps are suitable and appropriate to find the right solution. Together, we can find solutions for you and your family.

Professionally, I have been interviewed by Financial Advisor magazine (Special Advice For Special Needs Parents, May 2016) the monthly, trade publication serving the financial services industry. Further, I have been featured in BizTimes Milwaukee (His Calling - Financial Advisor Helps Families with Special Needs Children, 12/2009) and contributed an article for its February 2009 issue. I was also featured in The Business Journal of Milwaukee (Financial Planning for People with Special Needs, 12/2007).

Please know that I would welcome your call with any questions or requests at (414) 203-1932 or email at:

All the best,

Robert S. Johnston, AIF, LUTCF

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework.  The AIF Designation does not mean the holder is acting in a fiduciary capacity