Unlock Your Financial
& Retirement Potential
We understand that all clients are unique. That’s why we strive to provide you with the most relevant and up-to-date information that you can use throughout your retirement planning years.
The right asset allocation could reduce your exposure to market volatility. However, you also may want to incorporate other vehicles that can minimize risk and protect your retirement income. In this guide you’ll identify unique challenges that retirees face and gain tools that could help you enjoy the retirement you’ve always imagined.
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
As a taxpayer and saver, you’ve earned the right to see your savings grow in the most tax-efficient manner possible. Your biggest mistake? Doing nothing at all. Let’s write and rewrite until your retirement income is a perfect harmony, allowing you to rock on!
Do you have questions about Roth IRA and Traditional IRAs? Are you looking to find the right option for your retirement future? Let us help you answer some of the biggest questions pre-retirees and retirees have regarding IRAs.
Are you approaching RMD age? Or do you want to plan a strategy to minimize your taxable RMD income in retirement? We can help you plan your RMDs and develop a strategy.
Check out our latest videos covering important topics that can help you throughout your retirement planning journey.
Income Strategies
401k
QCDs
Time in the Market
It Starts with the Right Plan
5 Simple Steps to a Successful Retirement
Is Social Security Everything?
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