Heritage Investors has such a wonderful client family. We are so blessed to be able to serve each and every one of you. That’s why we want to give back to our community, and we’d like each of you to participate! This holiday season, Heritage is partnering with Compassion Closet to provide a little extra support to families in the foster and adoptive care system.
Oftentimes, business owners focus their efforts on increasing sales and profitability. This is understandable, as it is often the quickest way to generate additional revenue. However, by focusing on improving the eight key areas of Planning, Leadership, Sales, Marketing, People, Operations, Finance, and Legal, business owners could grow the intrinsic value of their businesses, making them more attractive to potential buyers and investors while organically increasing the immediate profitability in the process. Read more
You’ve probably heard the term, “fiduciary,” tossed around a bit. But what is a fiduciary, and why is it beneficial to work with one? As part of our ongoing commitment to client education, we’ve decided to create this quick guide to answer some of the questions you might have about hiring a financial advisor with a fiduciary obligation. Read more
Heritage Investors/Heritage Business Advisors is pleased to announce the release of the second book by our founder, Justin Goodbread CFP®, CEPA®, CVGA®. The follow-up to The Ultimate Sale: A Financially Simple Guide to Selling a Business for Maximum Profit has been a labor of love, years in the making. Read more
Winning takes commitment. It is achieved through perseverance and preparation. Justin Goodbread is no stranger to winning, and it’s because of his dedication to his family, his team, his clients, his listeners, readers, and viewers. The constant effort to help people achieve their financial goals through comprehensive planning and deep education has paid off in many ways. However, Justin doesn’t measure success through personal achievements or accolades. Instead, he places an emphasis on helping others to succeed. To Justin, that is the truest measure of success. Read more
Heritage Investors Would Like to Congratulate Jeff Jeter for Earning His Certified Exit Planning Advisor Designation!
Heritage Investors always enjoys celebrating the personal and professional accomplishments of its team. As such, it is our honor and privilege to celebrate the recent CEPA® designation of our very own, Jeff Jeter. With his designation, Jeff adds to an already impressive list of credentials. Jeff will continue to serve our clients by helping them to reach their personal financial goals. But he is now able to help our business-owning clients to prepare for one of the biggest transitions of their lives… the eventual exit from their businesses. Read more
The team at Heritage Investors has a proud tradition of growth and continued education. We are pleased to announce that our very own Amy Ahrens has continued this legacy by earning the Certified Exit Planning Advisor (CEPA) designation. Earning the CEPA® status means that Amy has fulfilled all of the prerequisite and educational requirements, and has passed the final exam. The CEPA designation is issued by the Exit Planning Institute and ensures that the recipient is in good standing with the EPI, and displays the competencies required for successful exit planning. Read more
Heritage Investors Wants to Congratulate Jeff Jeter on Receiving His Chartered Financial Consultant® Designation!
Heritage Investors is proud to announce that its very own, Jeff Jeter has achieved Chartered Financial Consultant® status. The ChFC® designation means that Jeff has completed all nine requirements and passed multiple exams in the process. The designation is awarded by the American College of Financial Services in Bryn Mawr, Pennsylvania, and provides its recipients with training in very specific client planning services, such as divorcees and families with special needs. Read more
Throughout his career, David Kent has displayed a keen understanding of business and the tactics used to maximize value. Since joining the Heritage team, he has embraced his role as Director of Business Planning and is truly passionate about helping small business owners succeed. With the understanding that even business owners must eventually retire, David has dedicated himself to mastering his craft and expanding his knowledge. As a result, David has recently earned the designation of Certified Exit Planning Advisor®, becoming one of 45 CEPA®s in Tennessee and only a handful in the Knoxville area. Read more
Throughout his career, Justin has been driven by a passion for helping people achieve their financial goals through comprehensive planning and deep education. Unsatisfied by the status quo within the financial industry, Justin set out to destroy the complexities of money for small business owners. This simple approach has enabled him to reach millions of people around the world, educating them on complex financial ideas and strategies in terms that anyone can understand. As a result, Justin has caught the eye of many of the industry’s leading experts. They, too, have been impressed by Justin’s honest and engaging style. Read more