We Help You Retire The Way You Envision It
Comprehensive Financial Planning Advice > Retirement Income > Tax Control
Envision Your Next Phase In Life
Helping Business Owners Exit On Their Terms
Investment Strategies For Uncertain Times
Fight Inflation > Maintain Your Standard Of Living > Lower Taxes
In these uncertain times you need a comprehensive advisor that will listen to your needs and help you coordinate your entire financial life.
Our Envision Planning Process covers everything, from investments and insurance, to cash flow and estate planning.
All it takes to get started is a 15 minute phone call. Our no cost, no obligation Envision Review is an objective second opinion with no sales pressure or corporate agenda.
Call us today at 757-777-3121 to see if your plans are still on track.
Jonathan Muhlendorf, CFP®, President
Our 9 step Envision Planning Process will analyze your cash flow, tax situation, risk management, investments and estate & business documents. We then work to fix your highest priorities first and coordinate with your trusted legal and tax advisors until all issues are covered.
Most business owners do not have a carefully crafted master plan. We help owners grow, protect and transfer their business on their terms. This type of work requires specific training and resources beyond the typical advisor. You tell us where you want to go and we will help you design and implement the necessary changes to ensure all of your hard work pays off.
Our portfolios are designed to help you attain long-term growth, sustain income, and provide flexibility in tax planning. We are constantly evaluating investment options and reviewing portfolios for opportunities in the market.
Corporate retirement plans, while very technical, do not have to be overly complicated. Our job is to increase owner liquidity, simplify management, reduce administrative burdens, and help all employees plan for their retirement.
Schedule a 15 minute conversation to talk about your financial concerns.
Go through our Envision Planning Process to determine where you are today and what you hope to accomplish for your business and family now and in the future.
We will implement the necessary changes and monitor your plan so you can worry less and enjoy life more.
I am Jonathan Muhlendorf, a husband, father of two, aquarium enthusiast, community leader, sailor, and Certified Financial Planner™ practitioner since 2003.
Those who know me well think my greatest gift is my ability to get right to the point and provide straightforward answers.
The most important decision I have made over my 20 year career is to give unbiased advice with no corporate agenda, sales goals, or conflicts of interest.
I look forward to speaking with you soon!
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Lincoln Financial Advisors is a nationwide network of financial planning firms, with over 1,400 advisors. Our team is a member of the Resource Group, representing the top 200 planners within Lincoln Financial Advisors. We have special access to professionals across the country that can tackle issues and assist us on your behalf. Here is a sample of our national talent:
Chief Investment Strategist
Vice President of National Design/Advanced Planning