Grant Bledsoe-Adding Value With a Certified Financial Planner
An episode of the The Tech Talk for Accountants Show podcast, hosted by Tech 4 Accountants, titled "Grant Bledsoe-Adding Value With a Certified Financial Planner" was published on December 27, 2021 and runs 36 minutes.
December 27, 2021 ·36m · The Tech Talk for Accountants Show
Summary
Grant Bledsoe`s firm, Three Oaks Capital Management, is designed to help our clients plan for the future & ensure their long term financial success. In short, we help people do the very best they can with what they have. A typical engagement includes an analysis & recommendations across various areas of your finances: investment management, tax minimization, insurance & risk management, cash flow & debt, estate planning, business planning, and anything else that comprises your financial life.
Episode Description
Grant Bledsoe`s firm, Three Oaks Capital Management, is designed to help our clients plan for the future & ensure their long term financial success. In short, we help people do the very best they can with what they have.
A typical engagement includes an analysis & recommendations across various areas of your finances: investment management, tax minimization, insurance & risk management, cash flow & debt, estate planning, business planning, and anything else that comprises your financial life.
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