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    Meet Bales Financial Group

    Bales Financial Group's mission is to help individuals and couples realize their retirement opportunities and dreams. Our focus is helping people of all ages keep their principal protected from risk. We take a customized approach to helping our clients protect, grow and preserve their assets by working to determine what is best for each person individually.

    At Bales Financial Group, we believe in the GREEN line.
    Take a look at the chart below and ask yourself, "Where would I rather have my money?" We think that most people would say, "I want my money in the GREEN line!" Click here to enlarge chart.

    The Real Benefits of Indexed Annuities with the Annual Reset Design

    Davey Bales | President, CEO

    D. David (Davey) Bales Jr. attended Georgia State University. After college, Davey worked for State Farm Insurance as a Life, Health, & Financial Specialist. Davey left State Farm and accepted a position with the Fellowship of Christian Athletes as Area Director for Forsyth and Dawson counties. While on staff with FCA Davey successfully opened FCA chapters in Middle Schools and High Schools all over his area. Davey eventually went on to become an Atlanta Area Director helping to expand FCA throughout metro Atlanta. Davey then went on to open Bales Financial Group to help individuals and couples realize their retirement opportunities and dreams.
    Bales Financial Group, Inc. conducts Financial Planning workshops in Metro Atlanta and North Georgia. Our financial workshops educate and help consumers navigate today’s changing financial environment.

    The strategies discussed at our workshops help our current and future clients provide practical financial solutions that protect principal investments, provide lifetime income solutions, and help pass assets to future generations with minimal taxation.

    Bales Financial Group is a member of Rotary International, Better Business Bureau, and Chamber of Commerce for Forsyth County, Lumpkin County, Dawson County, Pickens County, and Greater Atlanta. Davey and his wife Amy reside in Cumming. They are members of Browns Bridge Community Church and have 3 children.

    Carolyn Barnes

    Carolyn Barnes is a native of Atlanta, where she graduated from The University of Georgia with a BSEd in Early Childhood Education and was a member of Kappa Alpha Theta. She enjoyed teaching elementary school for many years at Holy Innocents Episcopal School in Sandy Springs, GA.

    Carolyn brings to Bales Financial Group, Inc., her passion for working with individuals and helping them set up their money, so that it works for them in the most effective and strategic way. As a former educator, she truly understands the role of the teachers in our schools and the extreme time constraints that are put on them. Carolyn’s real reward, is to get to know her Clients and plan long-term strategies that provide for retirement and lifestyle choices through her “Model for Financial Success”.

    Carolyn currently resides in Cumming, GA with her husband, Mattison and their three boys; Bo, Noah & John, where they enjoy spending time outside with their family and friends.

    Wendy M. Martin

    Wendy Martin comes to Bales Financial Group with over 7 years in the Insurance Industry. Her areas of expertise are in worker’s compensation, marketing and underwriting of specialty products, such as: Directors & Officers Liability, Fiduciary Responsibility Insurance, Employment Practices Liability and Crime Insurance. Wendy enjoys her time working in the industry and the working relationships she has developed while at Bales Financial Group. Her goal is to provide excellent service to our existing and new clients.

    Wendy was born and raised in Mississippi and graduated from Mississippi State University with a degree in Management. She moved to Georgia in 1996 and currently lives in South Forsyth county. She is married to Nathan and they have two children; Megan, 12 and Ben, 15. She enjoys spending her free time with family and friends, along with reading and playing tennis.

     

    Mortgage Department

    Tim Sullivan

    Tim Sullivan is a licensed mortgage lending veteran, with 17 years of residential mortgage lending experience!

    While specializing in purchase business, Tim also has an excellent understanding of a wide array of refinance program options, with his primary focus simple..To save you the maximum amount of money possible! Conventional, FHA, VA, USDA and HECM’s are all lending programs in which he is well verse.

    Tim’s honesty, knowledge and excellent communication skills make him well equipped to help you make the loan process easy. Surpassing clients expectation have led Tim and his team to receive numerous recognition awards and a broad referral network in Georgia!

    Time is a graduate of the University of Georgia(BBA-Marketing), is married to his high school sweetheart, and loves spending his weekends watching his daughters play soccer. He enjoys playing golf, boating on the lake, and travel.


    Strategies for Financial Independence

    To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at davey@balesfinancialgroup.com or call us at 678-807-7157 today!

    By contacting us you may be offered information regarding the purchase of insurance products.

    Complimentary Report!
    "Your Retirement Income Planning Checklist”
    Learn 10 important variables to consider as you create a sound retirement income strategy for the days ahead.
  • Our Focus
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Life Insurance
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    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.