Financial Planning & Investment Management in Virginia Beach, VA
Our team helps attorneys and professionals, typically over the age of 50, plan, invest, and enjoy retirement without the stress of money. Our goal is to tie your financial plan to your life plan.
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 simply management, reduce administrative burdens, and help all employees plan for their retirement.
Your Retirement Planning Guide
“It’s just plain wrong that people can’t properly prepare for retirement due to information overload. That’s why we created the Envision Planning Process, to organize and simplify your financial life so you can make better financial decisions for your 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.