Grant Bledsoe-Adding Value With a Certified Financial Planner
from The Tech Talk for Accountants Show Hosted by Tech 4 Accountants
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.
Embed this episode
No transcript yet.