Financial Strategies & Investment Management for Business Owners and Attorneys in Virginia Beach, VA
Find out how to reduce taxes, avoid information overload, and simplify your financial decisions.
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.
401(k) plans, while very technical, do not have to be overly complicated. Our job is to simplify management, reduce administrative burdens, and help all employees plan for their retirement.
Are You With The Right Advisor?
“It’s just plain wrong that so many advisors out there focus on what is important to them instead of what is important to you. That’s why we created the Envision Planning Process. You deserve a customized approach with no sales pressure so you can make better financial decisions for your business and family. Let our team be your guide.”
Jonathan Muhlendorf, CFP®
Here Is How We Do It
We will implement the necessary changes and monitor your plan so you can worry less and enjoy life more.
Case Study #1
Rebecca just turned 60 and is concerned about her retirement and the future of the firm she built.
Work With a CERTIFIED FINANCIAL PLANNER™ Professional Who Believes in Unbiased Advice
I am Jonathan Muhlendorf, a husband, father, 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.
Click the schedule now button below to access my calendar for a 15 minute phone call. We want to make it easy for you to get a second opinion at no cost.