G. Marvin Bales, CPA, CFP®

Certified Public Accountant & Certified Financial Planner

CALL 770-216-2225

ATLANTA'S LEADER IN RETIREMENT PLANNING  and   LOW RISK INVESTING STRATEGIES

  • Grow your money safely and conservatively, protected from major market downturns
  • Get protected retirement income for life, guaranteed for as long as you live
  • Reduce the drag of taxes on your income and wealth with a Tax-Free Retirement

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How We Can Help You

Retirement Income Planning

retirement income

Our Safety Net Retirement Income System protects your desired level of income during retirement with periodic increases to help offset inflation, for the rest of your life, no matter how long you live, nor whether the stock or bond markets gain or lose.

Tax Free Retirement

tax-free retirement

A long-term, conservative wealth accumulation strategy that allows your money to grow safely on a tax-free basis, and increase your after-tax retirement income substantially over traditional retirement plans like IRA's, 401-k's and other deferred strategies.

Conservative Investing

conservative investing

We only use money managers with proven track records of low risk, low volatility investment results. The best way to grow your wealth is to avoid losing it. Grow your money when markets trend up, and protect your money when markets trend down.

Financial Planning

atlanta financial advisor

We offer comprehensive personal financial advisory and planning services to  individuals and families who typically place more value on conservative investing strategies with an emphasis on principal protection, guaranteed income and tax efficiency.

ATLANTA, GA FINANCIAL ADVISOR

Atlanta financial planner

G. Marvin Bales, CPA, CFP® is an accountant and financial advisor based in Atlanta, Georgia.   He offers fee-only financial planning and conservative investment advisory services, as well as retirement income planning, tax-free retirement accumulation strategies, insurance and annuities, and tax planning & preparation services*.  He believes in a conservative approach to savings and investments, with an emphasis on principal protection, tax-efficiency, and guaranteed retirement income strategies.

We're different than most Atlanta financial planners

We don't believe in...

  • taking unnecessary risks to meet your financial goals
  • ​staying invested in a declining market ("buy & hold")
  • market timing to try to "beat the market"
  • short term tax savings, at the expense of long-term tax costs

We do believe in...

  • taking advantage of guaranteed products if appropriate
  • ​only investing when markets are in an up trend ("tactical")
  • trend following to identify up trends and down trends
  • long-term tax planning to minimize lifetime tax costs

OUR UNIQUE FINANCIAL PLANNING CONCEPT #1:

THE SAFETY NET RETIREMENT INCOME SYSTEM

retirement planning

Our proprietary Safety Net Retirement Income System is designed to provide you with a minimum level of guaranteed retirement income for the rest of your life, regardless of how long you live or whether the stock & bond markets go up or down.    The Safety Net Retirement System uses a "personal pension" strategy to supplement your Social Security and employer-provided pensions, so that you can rest assured you will never run out of money during your life and your spouse's life.   Learn why your "traditional" stockbroker or financial advisor has never told you about this method.

OUR UNIQUE FINANCIAL PLANNING CONCEPT #2:

LOW RISK, LOW VOLATILITY INVESTMENT MANAGEMENT

investments atlanta

You deserve a better investment methodology than the standard, risky advice you get from the typical Wall Street stockbroker or financial advisor.   While you want to grow your money, you must protect it from major market losses.  Most financial advisors have an "always invested" investment philosophy, meaning you stay invested during major market down trends, and potentially suffer big losses.  We believe you must protect your capital and move to the sidelines during those times.  Your portfolio must be carefully managed for risk and volatility, and have protection of capital as a primary objective.

OUR UNIQUE FINANCIAL PLANNING CONCEPT #3:

TAX-FREE RETIREMENT SAVINGS

tax free retirement

Our tax free retirement system, described so well in the book, "My Family Financial Miracle", provides a safe method to grow your money without the worry of stock market risks, and with tremendous tax advantages over both tax deferred accounts (like 401-k's and IRA's) and taxable investment accounts in stocks, bonds and mutual funds.  You can use this method to safely build a nest egg tax deferred, access your money tax free, and never worry about outliving your money.  Why has your "traditional" stockbroker or financial advisor never told you about this?

G. Marvin Bales, CPA, CFP® - Our Financial Advisory Approach Is Different Than Most Atlanta Financial Planners.  While Different Isn't Always Better, Better Is Always Different.  Find Out What We Can Do For You. . . Call 770-215-2225.

Find out more about financial planning services and Certified Financial Planners (CFP’s).

Call an Atlanta CPA & Certified Financial Planner professional:

G. Marvin Bales, CPA, CFP®

770-216-2225

Certifications and Associations
certified financial planner atlanta

Certified Financial Planner

ethical financial planning

National Ethics Association

CPA Atlanta

Certified Public Accountant

Georgia CPA

Georgia Society of CPA's

atlanta tax planning

Certified Tax Coach

SC CPA

SC Association of CPA's

Contact Our Atlanta Financial Planning Office Today

If you're looking for an experienced Atlanta financial planner, our office is located north of the perimeter in the metro Atlanta area, at 3295 River Exchange Drive, Suite 275, Norcross, GA  30092. Our clients and potential clients are welcome to visit us for discussion about any topic relating to financial planning, retirement planning, investment advice, or tax planning.  If you would like to discuss setting up a new account, we would be pleased to see if our services fit your needs.

Make an Appointment

Schedule Now

Email

mbales@gmbfinancial.com

Call

770-216-2225

Mail

G. Marvin Bales, CPA, CFP®

Fricke & Associates

3295 River Exchange Drive, Suite 275

Norcross, GA  30092

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Fax

800-329-9744