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.

Health Savings Accounts

HSAs have the potential to fill gaps in insurance coverage during retirement or employment changes.

Do you know the importance of Health Savings Accounts (HSAs)?

Congress created Health Savings Accounts (HSAs) in 2004. As of January of 2015, the number of Americans utilizing these vehicles for accumulating...

Four Basic Estate Planning Documents

Estate planning is less overwhelming if you break it into four areas of focus. Being prepared for major life and death decisions requires thoughtful, thorough planning. When it comes to your estate, this involves an all-encompassing look at the decisions to be made, who makes them and how assets are divided. To get your estate...

4 Financial Strategies To Consider Before Year End

With the start of the fourth quarter, it’s a good time to make sure we are executing on our 2016 financial strategies before year-end.

Are you executing on your 2016 financial strategies before year end. For some goals, the calendar year end is more of a guideline, but for others, December 31st is a firm deadline.

    1. Maximize...

Budgeting For Your Retirement

Retirement planning requires determining your retirement expenses, and that starts well before you retire.  

Start your budget planning process at least five years before you  retire

 Start your budget planning process at least five years before you plan to retire to help you determine whether you’ll have enough...

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...

Contact Us

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

Phone: (205) 733-8006

Fax: (205) 733-8870

Email: info@kmwealthmanagement.com

Get Directions

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.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services that transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Member FINRA | SIPC
BrokerCheck by FINRA