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

The Dangers of The 4 percent Rule

How Business Owners Can Avoid The Dangers of The 4% Rule

For decades, business owners and investors have been taught to follow the 4% rule. By never withdrawing more than 4% of the portfolio value in a given year, they could make their funds stretch far into the future. Sounds great, right? So, what’s the problem? No two people are exactly alike and we all have unique financial needs. Let’s take a closer look at how business owners can avoid the dangers of the 4% rule.

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what is a financial advisor

What is a Financial Advisor & Why Do You Need One?

Finances are a very personal aspect of our lives. How we handle our money can be extremely revealing as to the type of person that we are. Because of this, having someone else involved in our financial lives can leave us feeling exposed and vulnerable. This is why having a financial advisor that you can trust is so important. A trusted financial advisor can be one of your most valuable assets.

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Is the Market Downturn different this time?

The Market Downturn ~ Is It Different This Time?

Through the years, we have seen many market downturns. From the bear market of 1987 to the economic crisis of 2008-2009, each one has brought its own fears and concerns. In the same way, many investors have concerns about what’s taking place in the market today. In today’s blog, I’d like to take a look at the current downturn and how it compares to those we’ve seen in the past. Follow along as I explore the market downturn and whether this time is different.

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Get Control of Your Business Finances with The Right Team

Stop the Financial Bleeding! Get Control with The Right Advisory Team

Business owners are some of the hardest working people you’ll ever meet. Sometimes that translates to overworking and not being in total control of all expenses. I want to talk about ways to stop the financial bleeding. You and your business can get on a healthier and wealthier track.

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