Mullinax Capital & Retirement Plan Services, LLC

The Financial Planning approach brings tools, techniques and an ever growing body of knowledge to estate, tax, retirement, risk and financial planning and management.

 The fee-only (no commission) business model allows for examination of the full range of investments, not just those offered by a specific broker/dealer, bank or insurance company AND removes a serious conflict of interest. Because no fees are shared with a broker/dealer or insurance provider, client costs are less than in the commission model. Most important, because compensation is in no way tied to the investment or method recommended, advisor and client interests are aligned.

The knowledge chain ... An independent advisor, such as myself, by developing a pool of talent and services (attorneys, accountants, insurance brokers, securities brokerage & custodial providers, banks and others), provides the right combination of professionals and institutions, for the right tasks at the right times. The results are objectivity, coordination of professionals, a seamless financial plan, elimination of redundancy and cost reduction & management.