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Grant Bledsoe-Adding Value With a Certified Financial Planner episode artwork

EPISODE · Dec 27, 2021 · 36 MIN

Grant Bledsoe-Adding Value With a Certified Financial Planner

from The Tech Talk for Accountants Show · host 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.

What this episode covers

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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Grant Bledsoe-Adding Value With a Certified Financial Planner

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Frequently Asked Questions

How long is this episode of The Tech Talk for Accountants Show?

This episode is 36 minutes long.

When was this The Tech Talk for Accountants Show episode published?

This episode was published on December 27, 2021.

What is this episode about?

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...

Can I download this The Tech Talk for Accountants Show episode?

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