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
  • Hourly
  • Investment Advice without Ongoing Management
  • Medical Professionals

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  taxinvestments & wealth managementbusiness 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

CFP Board, Washington DC

 

CRPS - Chartered Retirement Plans Specialist

College for Financial Planning, Denver CO

NAPFA Start Date

August 17, 2017

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This Office

801 N Tennessee St Ste A Cartersville, GA 30120-2830 Phone: (770) 617-1036