Bales Financial Group’s mission is to help individuals and couples realize their retirement opportunities. For 10+ years, our focus has been on helping people of all ages keep their principal better protected. We take a customized approach to helping our clients better protect, grow, and preserve their assets by working to determine what is best for each individual.
 
Bales Financial Group is rooted in the community, and we have developed our business by creating close, personal relationships with our clients. When you have retirement income concerns, we here to help you address them.
Meet Our Team

Davey Bales
We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

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Leverage These 5 Retirement Tax Diversification Strategies

Are you prepared for retirement?

You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.

Our Focus

​» Retirement Income Strategies
» Wealth Accumulation
» Annuities
» Life Insurance
» Asset Protection

Resources

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Upcoming Events

» We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
CONNECT WITH US
Phone: 678-807-7157
Fax: 678-807-7154
[email protected]
OUR LOCATION
512 Dahlonega Street
Cumming, GA 30040
DISCLOSURES
Disclosure
*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.
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.
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Bales Financial Group and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. 

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Bales Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. ​