YOU HAVE WORKED HARD TO BUILD YOUR BUSINESS OR PRACTICE.
WE COMBINE PERSONAL PLANNING, BUSINESS PLANNING AND EXIT PLANNING TO HELP YOU ATTAIN TRUE FINANCIAL INDEPENDENCE.
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.
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®
I am Jonathan Muhlendorf, CFP®, President, 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.
My passion for helping people with their money began in 1998 at an internship in the Planned Giving Department of The University of Virginia. Charitable planning inspired me to become a financial advisor so I could continue to help...
Client Service Associate
Susie has over 15 years of experience in the insurance and financial services industry in multiple capacities, sales, support, compliance and principal roles. She holds her life, health and annuities licenses, as well as Series 6,7,63...
Business Operations Manager
Most recently with The Frieden Agency as their Director of Compliance, Allison spent 20+ years with UBS and its predecessor firms, Paine Webber and Kidder Peabody & Company. Before leaving UBS to join The Frieden Agency, Allison held...
Laurel graduated from Radford University with a degree in interior design. She worked for Ferguson Enterprises first as a showroom consultant and then an office clerk. She worked in child development for over thirteen years as an Early...
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
Director of Financial Planning