Retirement Planning

The thought of retirement can be overwhelming, but with proper planning and guidance, it can become an exciting time in your life. The team at Kelley & Mullis will help you plan for life after retirement, whether you are just starting or are nearing the end of your career. There is no time like the present to start planning. The wealth managers at Kelley & Mullis work with you to provide a clear path to financial freedom after you retire.

  • 401k allocation properly for retirement
  • Social Security/Medicare advising
  • Planning for retirement income & ways to not outlive funds

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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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
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