Jon Bentivegna

Jon Bentivegna Financial Representative, Northwestern Mutual, Wall, NJ Planning is done with diversification and tax efficiency as its foundation.

After spending 29 years in policing and retiring from the New Jersey State Police in 2021, I'm continuing to help people with the organization of their finances. We create a financial plan centered around their personal and professional goals to identify any needs, be it life, disability, or long term care insurances. We craft strategies to pay down debt and save more for the future, invest smartl

y, and save for the kid's education. We also conduct a retirement adequacy study to ensure client's have enough to live comfortably in retirement. There is no fee for conversations or the financial plan, and we establish a long term relationship with client's to ensure we adjust and overcome any challenges that are sure to come our way. Why be burdened with worry when we can provide solutions that let you relax and enjoy life?

08/15/2024

Ocean Bistro at Ocean University Medical Center is hiring 2 line cooks. 8 hour days, 7am-3pm and 12pm-7pm. Call Mo 848-448-5683.

Tax Day (April 18) is just around the corner. The sooner you file, the better.
03/11/2023

Tax Day (April 18) is just around the corner. The sooner you file, the better.

Learn what happens if you file your taxes a day late, whether there's a penalty for late filing, and what happens if you miss the tax deadline in April.

While you often can leave funds in an old 401(k), it may be beneficial to consider rolling them into a new account. Plea...
03/08/2023

While you often can leave funds in an old 401(k), it may be beneficial to consider rolling them into a new account. Please reach out if you’d like to discuss your situation.

You could leave old 401(k) funds where they are. But it may also be worth rolling them into a new account.

03/08/2023

Let’s toast to the good choices that got us here, as well as the financial plan to keep you going.

You have big plans for the future, and I can help you get there. I’ll break your big goals into baby steps that feel app...
03/08/2023

You have big plans for the future, and I can help you get there. I’ll break your big goals into baby steps that feel approachable, attainable, and encouraging. Ready to get started?

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that...
03/08/2023

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a plan. Please reach out if you’d like to start building your plan.

The term “financial plan” can mean different things to different people. Learn what is included in a financial plan and how a plan can help you.

Savings accounts are a great place to keep a portion of your savings. Here’s what to know about them and how much you ma...
03/08/2023

Savings accounts are a great place to keep a portion of your savings. Here’s what to know about them and how much you may want to keep in one.

Learn what a savings account is, including how savings accounts work, how they are FDIC-insured and the pros and cons of different types of savings accounts.

Northwestern Mutual’s disability insurance planning protects the incomes of more medical professionals than any other in...
03/08/2023

Northwestern Mutual’s disability insurance planning protects the incomes of more medical professionals than any other industry provider.

Source: Gen Re, U.S. Individual Disability Market Survey, 2020 Results

A long-term disability can have a significant impact on your financial planning in the event you get sick or hurt and ca...
03/08/2023

A long-term disability can have a significant impact on your financial planning in the event you get sick or hurt and can’t work. I’d love to connect to show you how disability insurance can benefit you.

How long does long-term disability insurance last? Some policies pay for a set number of years, but many last until you reach a certain age - learn more here.

03/06/2023

Sometimes it seems the taller they grow, the more you owe. The right financial plan can make what once felt daunting feel achievable and under control. Message me to get started!

Address

1670 Route 34
Ocean And Monmouth County, NJ

Alerts

Be the first to know and let us send you an email when Jon Bentivegna posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Jon Bentivegna:

Share