Who is Heritage Investors?
Finally, a company has arrived who is not trying to be all things to all people. We are not just another financial services company. Justin Goodbread and Jim DeTar designed, shaped, and built Heritage Investors to be all things to a few selected clients. Heritage Investors is located in Knoxville, TN and we understand that retirees and business owners face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, employees, business growth and rising healthcare costs. Because over 90% of our clients are retirees or business owners with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Advisory services are offered through Heritage Investors, LLC., a Registered Investment Advisor. Registration is not an endorsement by securities regulators and does not mean the advisor has attained a particular level of skill or ability.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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