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Marvin Bales

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Member since: Jul 12, 2012

G. Marvin Bales is the owner of GMB Financial, LLC. Marvin is a Certified Public Accountant (CPA), a Certified Financial Planner professional (CFP®), and a Certified Tax Coach (CTC). He became a CPA in 1988, a CFP® in 1995, and became one of the nation's first CTC's by participating in the inaugural class of the Certified Tax Coach program in 2009.

Marvin provides comprehensive financial planning, wealth management, investment advisory, retirement income, insurance and tax planning services to select clients from all across the United States.

Marvin is also the president and founder of Legacy Investment Management, LLC, a registered investment advisor firm. Marvin also holds Life & Health insurance licenses in certain states where his clients reside. With these licenses, he is able to complete his offering of complete, coordinated financial services to his clients by providing needed life insurance, annuity, and long-term care insurance products.

Marvin holds a bachelor's degree in Financial Management from Clemson University, and in the last 25+ years has taken over 40 hours per year in continuing professional education courses to meet the various requirements as set by the state Board of Accountancy, the Certified Financial Planner Board of Standards, and the state Department of Insurance.

Away from the office, Marvin enjoys life with his wife, their two teenaged daughters, and their (breed: unknown!) dog, Daisy. Marvin has also been known to play a little golf at times.

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Retirement portfolios should be designed with a focus on the return of the retiree's money for a guaranteed, predictable income that can never be outlived, regardless of how long the retiree lives.

Investing> Retirement Planning l 2 years ago

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