Grant Bledsoe, Portland Financial Planner
My name is Grant Bledsoe, and I’m an independent, fee-only CERTIFIED FINANCIAL PLANNER™.
Thanks for checking out my blog, Above the Canopy.
I started this blog to share useful information about financial independence. As you know, achieving financial independence doesn’t happen overnight. It takes years of making good choices with your money, saving more than you spend, and being conscious of your long term objectives.
My Focus as a Financial Planner
Unfortunately, most financial planners are not required to put your interests first when you work with them. While any advisor will be more than happy to give you their “recommendation,” more often than not that advice is really just a carefully disguised sales pitch.
That’s why I started my firm, Three Oaks Capital Management: to help people build & protect their wealth in a more transparent way. At Three Oaks Capital we don’t sell products like mutual funds, annuities, or life insurance. All we sell is our advice. That way you never need to wonder whether our advice is in your best interests. We’re fiduciaries to 100% of our clients, 100% of the time, and required by law to act in their best interests.
Today Three Oaks Capital has offices in both Portland, OR and Sacramento, CA, and I work virtually with clients all over the country. Most of my clients are small business owners, doctors, and attorneys who are in the middle to later stages in their career. I have the pleasure of helping them make smart financial decisions, avoid big mistakes, and managing money for them.
What You’ll Find on Above the Canopy
My objective with Above the Canopy is to share useful information that will help you strengthen your financial position. You’ll find posts on financial planning, investing, retirement, and other topics meant to help you on your journey. Here are a few examples:
- What Everyone Ought to Know About Long Term Care Insurance
- Case Study: Retiring with $1,000,000
- TurboTax vs. Accountant: When Should You Hire a CPA?
- What Will Healthcare Cost in Retirement?
- Sequence of Returns: The Biggest Risk to Financial Independence
So feel free to peruse the blog. If you’d like to receive news, updates, and tips you can subscribe below. You’ll get free access to The Financial Independence Vault just for signing up, along with some great tips about how to build real wealth. Plus, I promise it’s easy to unsubscribe if you decide it’s not for you.
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If You’re Looking for a Portland Financial Planner
Finally, if you’re looking for a financial planner in Portland, we might be a good fit to work together. Just check out my working together page.
If you think it might be a good fit, feel free schedule some time on my calendar.