You have your own set of challenges and opportunities as you chart your financial future from associate to partner and from the partnership to retirement. I recognize that your career is demanding and your time is your most precious resource. After 17 years of experience I have developed unique services for attorneys, including: 1. Scheduled meetings at your office, our office, or virtual. It's your choice 2. Fee transparency: By the hour, retainer, or fee for assets under management 3. Objective advice held to a fiduciary standard 4. No sales tactics: I will not lead with investments or insurance 5. Buy in/cash out modeling 6. Variable income planning 7. Ability to co-manage and advise on self-directed brokerage account 401(k)s 8. Access to lower cost investment vehicles 9. Personalized websites with account aggregation and digital vault for document storage 10. No proprietary investments or insurance I am a member of the Resource Group* of Lincoln Financial Advisors (top 8% out of over 1,400 advisors) one of the largest independent financial planning firms in the country. This business model affords me a high degree of independence, while providing access to specific technical assistance and abundant intellectual capital. Please call my office at 757-777-3121 or email me at jon@envisionwm.com to schedule a 15 minute introductory phone call. Our first meeting is also complimentary. *The Resource Group is an invitation only nationwide network of the top 200 advisors within Lincoln Financial Network. Media (2)This position has 2 media