John M Bongiovanni, CFP®, CLU®, ChFC®

Wealth Management Advisor

Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, I can help. I understand the complex financial issues and the ways in which these issues might affect your future.

Financial planning requires a commitment of time—yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future. I will work to do more than determine a planning solution. I will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

And I'll stay in touch, so as your needs evolve over time we can make the changes necessary to protect your overall financial picture for the future.

Let me help you ensure your financial future is all you want it to be.



Plan Now for Your Future

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

To help clients achieve their objectives, John Bongiovanni works to serve as a friend and an advocate. Life’s complexities leave little room for "standard" approaches, so John uses a four-step approach in working with his clients:

Planning Horizon graphic

John Bongiovanni's planning process is unique –  he starts at a different plane than other advisors.  He starts above the planning horizon and focuses on helping you clarify your Mission, Vision, Values and Goals.

Then he focuses on the issues below the horizon – Strategies, Tactics and Tools.

By staying above the horizon and gaining clarity around your goals, John can help you make wise choices about the solutions below the planning horizon.

Working in the best interests of his clients is John's business, and he takes this role very seriously.

Whether you're concerned for your own planning needs, your family or your business, John Bongiovanni can help you find the right answers.

Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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