At Bales Financial Group, we understand each client is unique, which is why our one-on-one approach takes into account your particular goals and objectives, allowing us to customize each area of your retirement income strategy.
 
You reaching your retirement-income goals is always our priority, and we’re proud to help you get there in any we can, which is why we offer the following services:

At Bales Financial Group, we offer you the following services or can refer you to professionals who can: 

Retirement Income Generation

401(k)/Employer Plan Rollovers

Index Funds and ETFs

Social Security Planning

Helping Protect Retirement Savings

​Mutual Funds and Annuities

Pension Settlement Planning

Stocks and Bonds

​What can we do for you?
Give us a call at 678.807.7157 and let’s start the conversation.

INVEST IN ADDED FINANCIAL CONFIDENCE WITH BALES FINANCIAL GROUP AND WEALTHGUARD™

​We are a provider of WealthGuard™, an incredibly simple, yet powerful early-warning system that monitors all of your investment accounts, daily, so you can invest with the added confidence that there’s a plan in place to help protect your investments in all market conditions. Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message. More importantly, WealthGuard will initiate a specific plan of action to help protect your accounts, while keeping you focused on your long-term investment goals.
​
And since WealthGuard monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.

Watch the video below to learn more about WealthGuard™.

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.

There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/ or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.
​
WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.

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.