Welcome to James Bales Financial LLC

Guidance you can trust.

James Bales Financial has assisted individual investors and small businesses with their financial planning, retirement, investment, and insurance needs since 1994. We provide independent advice, custom financial plans and solutions along with exceptional personal service. As independent registered representatives, we are not tied to one company and have the entire world of financial solutions available to best serve you.

Check out the Resources section for educational articles and videos on subjects like taxes, insurance, and annuities!


Our Latest Video:

Is the risk level you have in your financial portfolio now what it should remain? Now might be a good time to consider that for yourself.

After you watch the video, please visit 
risk.semwealth.com to review your own risk level and have a conversation with Jim and Jacob.
View our other videos on our Blog!


Upcoming Events

Are you interested in the potential to participate in more of the market return but concerned about exposing yourself to too much risk? Do you want to potentially lower fees on your assets, or add tax deferral to non-retirement funds?

Join Jim, Jacob, and Prudential's Linda Sherman in a review of the Prudential FlexGuard Variable Annuity.


You are invited to a Zoom webinar.

When: Feb 17, 2021 10:00 AM Eastern Time (US and Canada)

Topic: Prudential FlexGuard Workshop with Jim Bales, Jacob Bales, and Prudential’s Linda Sherman

Register in advance for this webinar:


After registering, you will receive a confirmation email containing information about joining the webinar.

Thanks, and we hope to see you there!