K. Lane Mullinax, JD, CFP, MBA / Financial Advisor in Cartersville, Georgia

A fee-only Management Consulting, Investment Advisory, and Financial Planning firm

- Business Planning
- Tax Planning & Preparation
- Management & Leadership Consulting
- Financial, Estate, Tax, & Wealth Management
- Retirement Plan Design, Implementation, & Administration

Specialties

401K Consulting 401k Rollover 403B Plans Business Planning Certified Financial Planner CFP ® Comprehensive Financial Planning Estate Planning ETFs Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning MBA Middle Income Mutual Funds NAPFA Member Pension Plan Design & Management Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Special Needs Planning Stocks Wealth Management
Suggestions will appear as you type. Example: Cary, NC.
Please describe your needs and any special services you may require. SUPER IMPORTANT: Do not use foul language or include web links to websites (even if they are yours). We ignore those contact requests. Thanks!

Optional, but recommended. Leave this set to Yes and save yourself time and money; NestEggZone.com will help you find the best financial advisor for your needs!
Optional, but recommended. An email is required if a phone number is not provided.
Optional, but recommended.

NestEggZone.com is © Copyright Sudden Ventures, Inc. ( 0.067 secs on 04/19/24)

Privacy Policy | Accessibility Statement

Activate High Contrast Mode