Secure Your Retirement Future
Providing a comprehensive approach to retirement & financial planning.
Adding Value to Your Retirement Years
Bales Financial Group has served the financial and retirement needs of clients in Georgia and beyond for more than a decade. We pride ourselves on really getting to know and understand our clients so we can help guide them toward a more confident financial future. By offering a suite of services designed to work together and evolve as life needs change, we can help you with your finances no matter what stage of life you are in.
Financial & Retirement Planning Services for a Worry-Free Retirement
At Bales Financial Group, we understand that all clients are unique. That’s why our one-on-one approach helps us get to know you so we can propose customized strategies to meet your specific goals. Watching you reach your goals is what motivates our team each day. We help clients reach their goals through the strategic use of these services:
Financial Planning
Legacy Planning
Retirement Planning
Investments
Helping Clients Maximize Their Financial & Retirement Future
Before we take on any new client, we always spend time getting to know their life story, current situation and goals for the future. After we are certain you are comfortable with us, we begin our work together. The process typically unfolds in this way:
1) Get to Know You
We meet and learn about you, your situation and your future goals.
2) Analyze & Propose
We take a look at what’s working and where improvements can be made.
3) Implement Strategies
We put new strategies in place to possibly enhance your financial situation.
4) Monitor & Review
We keep an eye on your accounts and goals, adjusting as needed over time.
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster
Download your complimentary copy to learn how you can take your retirement strategy from flop to blockbuster with these simple strategies.
Maybe You Are...
Still working and want to continue saving and accumulating assets.
Slowing down and want to project your assets from risk.
In or nearing retirement and need a plan to live off your savings.
We have built our reputation, one client at a time, by providing a long-term view of what is possible today, tomorrow and after retirement. Take the time to talk with us and find out what’s possible in your life.
Ready to find out what’s possible in your life?
Interested in learning more about how we can help navigate the journey toward reaching your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
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Cumming Address:
212 Webb St.
Suite 101
Cumming, GA 30040
Richmond Hill Address:
10385 Ford Avenue, Unit B
Richmond Hill, GA 31324
Phone:
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Bales Financial Group and RWA are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 22720 - 2023/2/24