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How We Can Help You
Retirement Income Planning
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
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.
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.
ATLANTA, GA FINANCIAL ADVISOR
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
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
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
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.
Certifications and Associations
Certified Financial Planner
National Ethics Association
Certified Public Accountant
Georgia Society of CPA's
Certified Tax Coach
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
G. Marvin Bales, CPA, CFP®
Fricke & Associates
3295 River Exchange Drive, Suite 275
Norcross, GA 30092