Considering Switching Financial Advisors

You’re Considering Switching Financial Advisors… 6 Ways to Know For Sure

Change is difficult. It’s human nature to crave routine and stability. Oftentimes, this can be a good thing. There’s a sense of security in knowing what to expect. However, there are times when sticking with the status quo can be detrimental to your wellbeing. Although the thought of switching financial advisors may be uncomfortable, keeping with the wrong advisor because they’re ‘the devil you know,’ could have disastrous results for your financial future. But how do you know if you’re with the wrong advisor or if you’re just a little out of sync?

We understand that changing financial advisors is stressful and most people prefer to avoid it if necessary. That’s why we’ve created this article to help you examine your current advisor and if they are the right fit for you. If you are still unsure whether you and your future are in the right place, schedule a short meeting with an advisor at Heritage – we would be happy to talk through your options and what might be best for your unique goals. Read more

What is a Fiduciary and Why is it so Important?

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

Justin Goodbread Publishes Second Book

Justin Goodbread Publishes Second Book

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

Investopedia Top 100 4x Justin Goodbread

Justin Goodbread Named Investopedia Top-100 Advisor Four Consecutive Years

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

Jeff Jeter earns CEPA

Knoxville Advisor, Jeff Jeter Earns Prestigious CEPA® Designation

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

Amy Ahrens earns CEPA knoxville TN

Knoxville Advisor, Amy Ahrens, Earns CEPA® Designation

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 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

Jeff Jeter Earns ChFC® Designation

Knoxville Advisor Jeff Jeter Earns ChFC® Designation

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

Knoxville Business Advisor David Kent Earns CEPA

Knoxville Business Advisor David Kent Earns CEPA® Designation

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

Goodbread Investopedia Top 100

Justin Goodbread — 3 Time Winner of Investopedia’s Top 100 Advisor

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

bitcoin 101 what is bitcoin

Bitcoin 101 – What is It and Should I Invest in 2021?

The word virtual is defined as “being such in essence or effect though not formally recognized or admitted.” Each and every day the world we live in, especially in this rapidly changing digital age, seems to move further and further away from the concrete and closer to the virtual. The recent surge in Bitcoin is, even more, evidence of the movement. If you’re like so many others and ready to jump on the Bitcoin bandwagon, make sure you understand it before you dive right in. Read more