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

Toll Free: (844) 715-6418


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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.

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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