Kelley & Mullis Financial Updates

Written material is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.

Insure Your Income With Disability Coverage

If you and your family depend on income from your small business, you need to ensure that cash flow in the event your work flow falters.

Are your overlooking your most valuable asset?

You’ve insured your home and personal property, your vehicles and your life, but are you overlooking your most...

The Future Of Wealth Management

A great transfer in wealth from aging baby boomers to younger generations is under way, and it is reshaping the wealth management industry in ways that demand greater efficiency and adaptation by incumbent firms.

There is a great transfer of wealth happening

 The shift to new investors is...

529 College Savings Account Basics

Guide your savings plan to a 529 plan 529s have become one of the most popular college savings options. Here are some basics.

Looking to save for college? Take a number – the number 529 to be exact.

College Savings Accounts, or 529s as they’re nicknamed (after the IRS tax code), have...

Cyber Crime is a Growing Threat

If you’re not a technology wonk, you may not realize the Internet and the Worldwide Web are actually two different things. The Internet is a global system of interconnected computer networks.The Internet is a global system of interconnected computer networks

The Worldwide Web is a system of interlinked hypertext...

Contact Us

2008 Stonegate Trail, Ste. 112
Vestavia Hills, AL 35242

Phone: (205) 733-8006

Fax: (205) 733-8870

Email: info@kmwealthmanagement.com

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Compliance Standards

Registered Representatives offer securities through Securities America, Inc.
Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc.
Kelley & Mullis Wealth Management and the Securities America companies are separate entities.
Securities America and its representatives do not provide tax or legal advice.

Registered for securities in the following states:

AL, CO, FL, GA, IN, LA, MI, MO, MS, NC, NH, NM, OH, OK, PA, SC, TN, TX

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