Lane Mullinax (CFP, CRPS, JD, MBA)
Lane Mullinax focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
A fee-only Management Consulting, Investment Advisory, and Financial Planning firm
- Business Planning
- Financial Planning
- Tax Planning & Preparation
- Management & Leadership Consulting
- Financial, Estate, Tax, & Wealth Management?
- Retirement Plan Design, Implementation, & Administration?
Additional Information
Whether providing advice regarding tax, investments & wealth management, business structure & strategy, or retirement plan design ...
NPV Advisory works as a fiduciary. No commissions are ever accepted. You pay only for our holistic, experience-based advice.
Financial Planning for families and Individuals is done without any expectation of asset management. Each of these tasks are separate, but both - when EITHER is provided - are held to the fudiciary standard.
Lane's credentials
Education
Executive Juris Doctorate (2014)
Concord Law School, Purdue University Global
MBA, Finance Specialization (2008)
Walden University
Bachelor of Business Administration (2005)
Mercer University - Stetson School of Business & Economics
Professional Designations
CFP® - Certified Financial Planner
CRPS - Chartered Retirement Plans Specialist
NAPFA Start Date
August 17, 2017