James Bales Financial, LLC.

James Bales Financial, LLC. James Bales Financial, LLC serves individual investors and small businesses with their financial planning, retirement, investment, and insurance needs.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:



Financial Planning:
IRA Plann

ing
401(k) Planning
403(b) / 457 Planning
Retirement Income & Cashflow Planning
Retirement Analysis
Social Security Planning
Survivorship Planning
Estate Planning Strategies
529 College Saving Plans
Charitable Giving Solutions
Legacy Planning Strategies
Life and Priority Planning
Small Business Solutions

Wealth Management:
Personal Asset Review
Money Management
Active Strategies
Growth Strategies
Income Strategies
Asset Protection
Account Consolidation

Insurance:
Disability Income Insurance
Life Insurance / Needs Analysis
Long Term Care Insurance
Critical Care Insurance
Client Service

Personal Attention
Competent & Friendly Staff
Informational Seminars
Independent, Unbiased Advice

Securities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in Virginia. James Bales Financial LLC and Centaurus Financial, Inc., are not affiliated.

06/19/2026

Happy Juneteenth — a day to honor freedom, resilience, and the ongoing work toward economic justice.

As a financial advisor, I believe building intergenerational wealth and financial literacy are powerful ways to strengthen our communities. If you’re reflecting today on goals for your family or community, here are three simple steps to begin:

*Start an emergency fund — even small, regular contributions build security.

*Teach one financial concept to a younger family member this month (budgeting, saving, or investing).

*Schedule a complimentary initial consultation to create a plan that aligns with your values and long-term goals.

I’m here to help you turn values into a sustainable financial future. Happy Juneteenth.

🎓 It’s National 529 Day!Quick question for parents, grandparents, aunts, and uncles:When you think about helping a child...
05/29/2026

🎓 It’s National 529 Day!

Quick question for parents, grandparents, aunts, and uncles:
When you think about helping a child with future education costs… what matters most to you?

✔️ Reducing future student loan stress?
✔️ Giving them more opportunities?
✔️ Teaching smart financial habits early?
✔️ Leaving a legacy for the next generation?

A 529 plan can be a powerful tool for education savings — and every little bit can add up over time.

What’s one thing you wish you knew earlier about saving for college? Drop it in the comments 👇

Today, we remember and honor the brave men and women who made the ultimate sacrifice for our country. 🇺🇸Their courage an...
05/25/2026

Today, we remember and honor the brave men and women who made the ultimate sacrifice for our country. 🇺🇸

Their courage and service will never be forgotten.

Wishing everyone a safe and meaningful Memorial Day as we spend time with family, reflect with gratitude, and remember those who gave everything for our freedom.

💰 It’s Be a Millionaire Day!While becoming a millionaire may not happen overnight, smart habits, consistent investing, a...
05/20/2026

💰 It’s Be a Millionaire Day!

While becoming a millionaire may not happen overnight, smart habits, consistent investing, and long-term planning can make a big difference over time. 📈

The best time to start building wealth was yesterday. The second-best time is today. 😉

What’s one financial goal you’re working toward right now?

Saving, investing, planning… and maybe a margarita today 🍹Happy Cinco de Mayo!Let’s keep building a future worth celebra...
05/05/2026

Saving, investing, planning… and maybe a margarita today 🍹

Happy Cinco de Mayo!
Let’s keep building a future worth celebrating 🎉

Honoring those who serve this National Military Appreciation Month!To all who have served or are serving—thank you for y...
05/03/2026

Honoring those who serve this National Military Appreciation Month!

To all who have served or are serving—thank you for your sacrifice and dedication. We’re grateful today and always.

Happy National Investing Day! 📈Investing isn’t about chasing trends or timing the market—it’s about building a strategy ...
05/01/2026

Happy National Investing Day! 📈

Investing isn’t about chasing trends or timing the market—it’s about building a strategy that works for your life, your goals, and your future. Small, consistent steps today can make a big difference over time.

Whether you’re just getting started or fine-tuning your plan, today’s a great reminder to check in on where you’re headed—and make sure your money is working as hard as you are.

Have questions or need a second opinion? We’re always here to help. 💬

National Social Security Month is a good reminder that retirement planning isn’t just about saving—it’s about strategy t...
04/16/2026

National Social Security Month is a good reminder that retirement planning isn’t just about saving—it’s about strategy too.

Social Security decisions can be a little more complicated than they seem, but you don’t have to figure it out alone.

If you’ve been putting it off, consider this your nudge 👍

Financial Literacy Month is a reminder that it’s never too late to take control of your financial future.At James Bales ...
04/09/2026

Financial Literacy Month is a reminder that it’s never too late to take control of your financial future.

At James Bales Financial, we’re passionate about helping people feel confident—not confused—about their money.

No pressure, no jargon… just real conversations that make a difference.

Address

729 Thimble Shoals Boulevard, Ste 1E
Newport News, VA
23606

Website

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