It's important to be aware of current market conditions, however, we focus on our clients long term goals. We use diversified solutions to help reduce risk and market volatility. Using solutions in areas such as Investment Management, Estate Planning, and Retirement Planning we are able to provide a sound and lasting financial plan for our clients.
We are a Registered Investment Advisory firm that has been helping our community plan for their financial future for over 20 years. We can contribute our success to one simple idea and that is We believe we are providing our clients with an invaluable service. That we are making a difference in their lives.
We are a Registered Investment Advisory firm that has been helping our community plan for their financial future for over 20 years. We can contribute our success to one simple idea and that is We believe we are providing our clients with an invaluable service. That we are making a difference in their lives.
Services
To help our clients, through our advice, to plan, preserve and enhance their lives and the lives of future generations through prudent and comprehensive financial planning and investment management. According to the earliest historical accounts of stone walls, the ancient walls were literally made from raw stone.
Michael Francis Mulling is the President of Stonewall Asset Management, Inc. an Independent Registered Investment Advisor. He is a Registered Principal with Raymond James Financial Services and has been a licensed financial services professional since 1981.
Michael began his distinguished career with The Robinson Humphrey Company in Atlanta and spent over a decade there before transitioning to the J.C. Bradford Co. where he would spend another 5 years.Michael decided his passion for helping clients was better suited as a Financial Advisor under an Independent Registered Investment Advisor.
Michael began his distinguished career with The Robinson Humphrey Company in Atlanta and spent over a decade there before transitioning to the J.C. Bradford Co. where he would spend another 5 years.Michael decided his passion for helping clients was better suited as a Financial Advisor under an Independent Registered Investment Advisor.
Donna was previously with Reising Orthodontics where she successfully managed her tasks as the Front Office Business Manager processing and managing new patients while maintaining client relations. Most recently, she enjoyed a career with Macy's Department Store working in Human Resources as a hiring manager and as a Department Manager specializing in customer service during high volume months.
Unlike retirement planning which evokes ideas of leisure and happiness, estate planning is quite frankly about our own demise. Not something that most of us are enthusiastic about. Nevertheless, anyone over the age of eighteen needs an estate plan even if they have very few assets. Durable powers of attorney, advanced medical directives and simple wills are all essential.
One of the most frequent questions that we hear is "How much money do I need to retire?" The answer to that depends on you. Everyone has their own idea of what retirement looks like. Individual savings, company sponsored savings plans and social security make up most retirement resources.
We work with you to develop a base-line plan which includes all of your available resources in early mid-life and then we monitor that plan with you to make sure that you are on track to realize your retirement dreams.Retirement doesn't mean the plan or our assistance stops. We continue to help you manage your plan throughout your retirement years.
We work with you to develop a base-line plan which includes all of your available resources in early mid-life and then we monitor that plan with you to make sure that you are on track to realize your retirement dreams.Retirement doesn't mean the plan or our assistance stops. We continue to help you manage your plan throughout your retirement years.
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