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.

Four Basic Estate Planning Documents

The best way to be ready for major life and death decisions is to properly plan ahead. When it comes to your estate, this means an all-encompassing look at the decisions to be made, who makes them, and who gets what.

There are generally four major...

Conquering Your Financial Fears

As an “admitted worrier” I have found one of the hardest areas that I continually work on is conquering the “fear” in changing investment allocations. 

I feel it would be helpful to our clients for me to discuss some of those financial fears and...

Current State of the Market

Currently, the U.S. is stimulating our own economy by printing over $85 billion a month and using these dollars to buy back short term US Treasury debt.

This helps to push dollars into our markets and keep markets strong, interest rates low and...

Contact Us

2008 Stonegate Trail, Ste. 112
Vestavia Hills, AL 35242

Phone: (205) 733-8006

Fax: (205) 733-8870

Toll Free: (844) 715-6418


Get Directions

Compliance Standards

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Kelley & Mullis Wealth Management, Inc. is not affiliated with Kestra IS or Kestra AS. Kelley & Mullis Wealth Management, Inc. does not provide legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).