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.

What If You Lost Up to 50% of Your Wealth in a Single Day?

Nothing is more satisfying for advisors and their clients than planning, investing, and watching net worth gradually increase. And, nothing is more disheartening than having a significant portion of portfolio value disappear as the result of an...You can often protect the wealth you’ve accumulated

Sometimes to Get Ahead You Have to Look Back

Sir John Templeton, creator of the Templeton Growth Ltd. fund, was a pioneer in both investments and philanthropy. In the 1950s, he provided advice on how to invest worldwide when Americans rarely considered foreign investments.

Protecting your purchasing power is vital

Much of what he...

Year-End Tax Tips to Help You Save

Although the year is almost over, you still have time to take steps that can lower your 2015 taxes. Now is a good time to prepare for the upcoming tax filing season.  Taking these steps can help you save time and tax dollars. They can also help... Take these steps to help you save time and tax dollars

Guard your identity as you would any other valuable asset

As you likely are aware, identity theft is a growing problem that’s affecting more and more people every day. 

The financial services industry takes identity theft very seriously

You can be assured that the financial services industry takes this offense very seriously and  goes to great lengths, at all levels, to...

Tax Savings through Year-End Gifting Strategies

As the seasons change and we’re into the fall and winter months, it might seem odd to think about next year’s taxes.

Take steps to hopefully avoid a large tax burden

However, now is a good time to review your financial situation before the books close on the year, and take steps to hopefully...

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 and 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.

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

Member FINRA | SIPC
BrokerCheck by FINRA