Phone: 678-807-7157 /  [email protected] /  Visit Us!

​Strategies designed for Financial Independence

It is important to feel you have control over your future. At Bales Financial Group, we offer our experience and knowledge to help you design your own retirement strategy for financial independence.

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Davey Bales 
Bales Financial Group
Phone: 678-807-7157
Fax: 678-807-7154

[email protected]
​
512 Dahlonega Street
Cumming, GA 30040
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Our Focus

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

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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. ​