David Bales

Retirement Income Specialist

About Me

David graduated from Georgia Southwestern University (BS), UGA (MA), John Marshall Law School (JD). After graduating from Law School, David started a financial planning practice in Cumming, GA. David has been practicing for 30 years. He helps his clients create comfortable Retirement and Legacy Plans for their future. Today’s environment is different and more complicated than past generations. We have to create our own pensions. Our firm has over 250 satisfied clients.

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