Northwestern Mutual – Jon Owen

Jon Owen is a multifaceted professional specializing in a broad spectrum of planning services including retirement, tax-efficiency, wealth advising, and legacy planning, deeply rooted in his agricultural background from Northcentral Montana. His commitment to the agricultural community extends to educating individuals on how to sustain and transition their operations to future generations without jeopardizing their retirement plans.

His approach is profoundly influenced by his upbringing, emphasizing hard work, ethics, and a strong moral compass. Driven by a passion for helping others achieve their retirement goals, Jon crafts personalized financial plans aligned with his clients’ long-term aspirations, further motivated by personal experiences such as the loss of his brother to cancer, highlighting the critical role of financial planning in facing life’s adversities.

Operating as a Northwestern Mutual financial professional, Jon adopts a client-centric approach, starting financial planning conversations with a focus on the client’s life, priorities, and goals. This comprehensive strategy not only includes retirement and estate planning but also education funding and business planning, ensuring all aspects of financial well-being are covered. Jon’s access to an extensive array of financial products and services enables him to offer tailored solutions to his clients, including life insurance, disability income protection, long-term care plans, and investment opportunities. His dedication to building empathetic, strong connections with his clients positions him as more than a financial advisor but a trusted partner in securing their financial futures.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Jon Owen is an Insurance Agent of NM and NLTC. Investment brokerage services provided as a Registered Representative of NMIS. Investment advisory services provided as an Advisor of NMWMC.