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.
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
For the last six years, the Exit Planning Institute has honored advisors working to make a lasting impact in the area of exit planning. For his contributions toward advancement in the exit planning arena, Goodbread was one of nine CEPAs nominated for the EPI’s 2018 Excellence in Planning awards.
The Exit Planning Institute states:
“Justin leaned into his authenticity and entrepreneurial talent which has resulted in a dominant idea-sharing brand machine that educates millions of owners and advisors worldwide on exit planning, financial advising, and business strategy.”
The judging was extremely tight but in the end, Justin was ultimately recognized as the 2018 Leader of the Year because of his unrivaled impact on the local and global community. Congrats Justin!
— Learn more about the criteria used in receiving this award.
We can help you develop a strategy with the goal of helping you preserve the lifestyle you are
accustomed to throughout retirement.
“Life is complicated, but money doesn’t have to be.”
— Justin Goodbread
Over the years, Justin’s passion has been helping the Heritage Investors clients—and visitors to FinanciallySimple.com—with their business and personal finances. His ability to explain the complexity of finances in terms that anyone can understand has caught the eye of many in the investment world, namely the Investopedia financial portal. They too were impressed and named Justin an Investopedia Top 100 advisor for 2018 and 2019. Read more