Inflation Is Rising And The Bull Market May Be Over. Are Your Plans Still On Track?
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
Comprehensive Financial and Retirement Planning
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.
Business Owner Planning & Advice
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.
Capital and Investment Management
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.
Retirement Plans including 401(k)s and ESOPs
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.
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!
Jonathan Muhlendorf, CFP®
President
757-777-3154
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...
Susie Knotts
Client Service Associate
757-777-3154
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...
Allison Parker
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 Robison
Operations Administrator
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...
Timothy Johnson, J.D*
Chief Investment Strategist
Robert E. Appel, J.D.* , LL.M., MBA
Vice President of National Design/Advanced Planning