Unlock Your Financial
& Retirement Potential
Partnering for Prosperity
At Bales Financial Group, we employ a dedicated, knowledgeable team of professionals who stand ready to assist you. We pride ourselves on being an independent firm and always working in the best interests of our clients. We are not beholden to any other companies or products --- only to our clients and their unique needs.
Our Process
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.
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