Disclosures

Investment advisory services offered through CPA Financial Planning, LLC, a registered investment advisor, 3295 River Exchange Drive, Suite 561, Peachtree Corners, GA 30092.  Accounting and tax services offered through Fricke & Associates, LLC CPA firm.  

G. Marvin Bales, CPA, CFP® is owner and a registered investment advisor representative of CPA Financial Planning, LLC, and is a partner with Fricke & Associates, LLC.  CPA Financial Planning, LLC and Fricke & Associates, LLC are not related companies.  

CPA Financial Planning, LLC and G. Marvin Bales, CPA, CFP® only transact business in states where they are properly registered or licensed, or excluded or exempted from registration requirements.  

No client, or prospective client, should assume that any information presented and/or made available on this website serves as the receipt of, or substitute for, personalized individual advice from the advisor.  

Past performance may not be indicative of future results.