Resources

Calculators Back to top

  • 529 Plan Calculator www

    Use this calculator from Saving for College to estimate your child's future total cost of college. 

  • College Savings Calculator www

    Use Finra's College Savings calculator to determine the amount you must invest each year to have enough money to cover all college costs.

  • IRA Calculator www

    This calculator from Bankrate is designed to examine the affects of 72(t)/(q) distributions on your retirement plan balance.

  • Required Minimum Distribution Calculator www

    Use this calculator to determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA.

  • Retirement Calculator www

    Use this calculator to plan your investing strategy now so that you will have enough to see you through your retirement years.

  • Social Security Retirement Estimator www

    The Retirement Estimator gives estimates based on your actual Social Security earnings record.

Helpful Links Back to top

  • AIG Website www

    Discover information about various annuities, market news and advice on AIG's wesbite.  

  • AXA Website www

    Visit the AXA website for manageable steps toward financial security.

  • How to open an encrypted email pdf

    As part of our commitment to protecting sensitive client data, here is a resource to help you open an encrypted email from our team. 

  • Jackson Website www

    This website offers a variety of products and tools to help with your important long-term goals.

  • Lincoln Financial Group www

    Understand investing and save up for retirement with Lincoln Financial Group resources.  

  • MetLife www

    Stay up-to-date on MetLife's product offerings and check out their resources for financial freedom.

  • New York Life www

    Discover the significant advantages of planning for retirement through New York Life's website. 

  • Pacific Life www

    Let Pacific Life help you meet your needs for multiple aspects of your financial planning.  

  • Protective www

    From life insurance to retirement, Protective has the proper resources to help you. 

  • Prudential www

    Prudential's website provides information about investments and retirement options. 

  • Security Benefit www

    This website offers multiple resources for your financial planning. View their links for the information you need. 

  • Social Security Website www

    Get the answers to your social security questions through this website.

  • SunLife www

    Access information on a variety of investment topics for individuals or business. SunLife has multiple resources to check out and use. 

New Clients Back to top

  • Wealthscape Investor Login www
     

     Here are the instuctions to set up your Wealthscape Investor account: 

    1. Please visit https://investor.wealthscape.com
    2. Click the Register link
    3. Please input the last four digits of your social security number as well your first name, last name, and date of birth,
    4. Enter your account number
    5. You will be asked to setup a Password followed with a security question.


    This will complete the registration process and you will be assigned a 10 digit Username. On the next page, you can customize the Username.

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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