Our Services

 

  • Investment Advisory 1

  • Comprehensive Financial Planning 2

  • Tax Research and Compliance

  • Financial Education

  • Valuation

  • Management Consulting

  • Retirement Plan design. implementation and administration for groups and individuals

     

 

1 Several custodial, brokerage and qualified plan platforms are used, depending on the specific needs of the client. Neither Lane Mullinax nor Mullinax Capital represent these firms.

Individual, jointly owned, IRA (including Roth, SEP and SIMPLE), qualified plan, trust, corporately owned and other types of accounts can be established. 

 2 Comprehensive financial planning includes analysis and recommendations in the areas of financial position, insurance & risk management, investments, income & estate tax, retirement projections and probate & federal estate planning.