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.

Start Early on College Saving

College costs can be more than a little painful, but with the proper financial planning, you could be whistling your child’s college fight song all the way to the bank. 

You have options for investing for college costs

Federal and state financial aid for college students may be shrinking but...

Aging Parents Planning

Watching a parent becoming increasingly dependent on others for the normal activities of daily life can be a harsh reality. It can be even harder for the parent to admit needing help. 

Prepare for your parent's aging

Creating a plan for how you, your parent, your family and your...

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...

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.

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