Jon Mall
Vmax Director
Jon Mall helpshealthcare professionals and business owners protect and grow their wealththrough smart, tax-efficient strategies that reduce risk and maximize long-termvalue. With deep expertise in retirement income planning, Jon has co-createdproprietary estate planning solutions and financial tools that have helpedbusiness owners save thousands each month by streamlining expenses, retainingtop talent, and reducing exposure to unnecessary risks.
He has guided hundreds of clients in building retirement income strategies that minimize taxes, avoid market volatility, and adapt confidently to changing laws. Jon focuses on the five key risks facing today’s retirees: market, income, tax, legislative, and health-related risks—helping clients plan proactively, not reactively.
He’s passionate about educating clients and challenging the myths that hold many back, like “I’m too young to plan” or “My 401(k) will be enough.” Jon is committed to delivering personalized financial guidance with integrity, clarity, and care, so client scan move forward with confidence and peace of mind about their financial future.
Ready to take action?
We partner with clients who are ready to secure their financial future. If you are prepared to move forward, we are prepared to help you build a powerful strategy.
