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.

Take a Page from Warren Buffett

A well-designed plan is necessary for successful investing, but you must also have the discipline to stay on course, rebalance, and tax-manage, as needed.

Develop Your Investing Plan

Unfortunately, most investors do not have a written plan. And, emotions such as greed and...

Michael Mullis feature in the Birmingham Business Journal

Michael Mullis Feature

Michael Mullis, managing partner of Kelley & Mullis Wealth Management, could not be more at home dealing with finances.

The son of an accountant, Mullis says there has not been a time in his professional life when he has not been involved in the...

Mid-Year Reviews Pay Off at Year-End

The middle of each calendar year marks an excellent time to review the health of your current financial plan.

Where do your finances stand?

Life events, taxes and market conditions can all dramatically affect your financial security. A review of your personal finances is a wise...

Pay Yourself First

Most people make sure they have enough money to pay their bills – the mortgage, car, telephone, credit card, and other payments – each month.

It's not how much you make that matters; it's how much you save.

However, they often forget to write the most important check. Whether you are a teacher, a professional...

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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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.

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