Welcome to this week's Intangible Balance Sheet Episode. Jim Grant joins us and shares from his "intangible balance sheet." Whether it's growing up in North Carolina, being drafted into the Army and Serving in Vietnam, Serving in the National Guard and Army Reserve for over 30 years all while building a successful business. You will hear of family stories of his Dad getting "burnt" and still going forward. Jim believes in serving people like they are family and building relationships. Hear as he shares how having a heart attack changed his perspective and also listen in for what "LLAR" stands for and how it can help you! 

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JOSH KLOOZ, CFP®, MBA
SENIOR WEALTH PLANNER

Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
 [email protected]

1780 Hughes Landing | Suite 570
The Woodlands, TX 77380

Music by bensound.com

Music by bensound.com