Blake Jones, CFP®, EA Pomegranate Financial

About Blake Jones, CFP®, EA

Welcome, my name is Blake Jones. I created Pomegranate Financial to refresh & simplify financial lives so families can enjoy more time together, and businesses can run more efficiently.

We specialize in serving business owners (many of which are in the transportation industry). We have no minimums, receive no commissions or kickbacks, and provide fee-only planning.

We educate you on your options to:

-Organize your finances
-Increase your tech/financial security
-Improve your cash flow
-Lower your taxes
-Consolidate investments
-Save for retirement
-Qualify for loans
-Leverage your debt
-Plan for major purchases
-Maximize your money
-Protect with sufficient insurance

Our typical planning process begins with a complimentary 60 minute meeting to get to know each other & get organized followed by an email outlining specific services we will help with, the approximate costs, and next steps.

We usually have between 5-6 meetings through video calls or in-person and include specific recommendations, tasks, and deadlines for all of us to complete.

Download our free guide “24 Rules For Businesses” at our website & schedule a complimentary meeting!

We look forward to getting to know you.

Contact this advisor

Ideal Clients

  • Entrepreneurs
  • Gen Y/Millennials
  • Self-Employed Individuals
  • Small Business

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $150+/mo
  • Flat Fee: $500+/engagement
  • Hourly Fee: $75+/hr

SEC Records

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