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.

5 Tips for Keeping Financial Resolutions

Making New Year’s resolutions has become almost cliché, because, let’s face it, most of us find it difficult to stay focused on these resolutions through the end of January.

 New Year, New You

Financial goals can be especially difficult to stick with because our...

Discussing Family Financials at Holiday Gatherings

Set an example with your finances

As you get together with your spouse, children and parents for the holidays this year, explore the following list of questions to ensure you’re setting good financial examples for your children, as well as ensuring you and your parents have a...

The Wobbly Stool

The “three legged stool” has long been the approach to retirement planning. But most Americans don’t even have a stool, and for some who do, the stool is becoming a bit shaky.

Social Security, Pension, Personal Savings

The “three-legged stool” is considered the basic model of retirement...

The Costs of Being a Caregiver

Becoming the caregiver for a sick or disabled loved one can be stressful physically, emotionally, mentally – and financially.

Sixteen percent of the U.S. civilian population were eldercare providers, according to 2011-2012 data from the U.S. Bureau...

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.

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