Everything About You Affects Your Financial Future...

Gone are the days when your Certified Financial Planner can get away with making you feel like just another number. You are so much more than pie charts and reports. We get that. You are an individual, a business owner, and/or a retiree who deserves personal, one-on-one retirement planning, financial planning, or comprehensive wealth management from a fiduciary whose only focus is you!

I am a:

Business Owner

Radio hosts and finance books speak in generalities about business. But who will be your mentor, your business coach, your business strategist who advises you as an owner in your personal and professional life?

I am an:

Individual / Pre-retiree

The 5 years before retirement and 5 years after retirement are the most important years in your financial life. Without the help of a trained financial planner, how confident are you in your outlook for your ever-changing financial future?

I am:


A new chapter has started in your life! Will your money outlive you? How do you handle your estate plan? Our Retirement Asset Managers can help many with these types of questions and more.

Serving You with These Certifications, Memberships, Awards, and Training:
Investopedia Top 100 for 2018 Exit Planning Institute’s Leader of the Year for 2018Certified Exit Planning AdvisorCERTIFIED FINANCIAL PLANNER™Certified Value Growth AdvisorForbes Finance CouncilKnox Business Journal 40 Under 40
Investopedia Top 100 Financial Advisor • Exit Planning Institute’s 2018 Leader of the Year • Certified Exit Planning Advisor • CERTIFIED FINANCIAL PLANNER™ • Certified Value Growth Advisor • Forbes Finance Council Member • KnoxBiz 40 Under 40 Advisor

Educating Thousands Like You Through:
Fox News contributorForbes Magazine contributor logoInvestopia authorYahoo Finance contributorExit Planning Institute contributorNerdwallet contributorKiplingers contributorMSN Money logo
Fox News • Forbes.com • Investopedia • Yahoo Finance • Exit Planning Institute • Nerdwallet • Kiplinger's • MSN.com

Don't Wait...

We would love to discuss strategies for meeting your financial goals. Schedule a meeting with our CERTIFIED FINANCIAL PLANNING™ team at the Heritage Investors' Knoxville office in Farragut or via conference call at your convenience.