Who Are We?
In hopes of creating and providing a database of financial education, information, and resources that many of his Heritage Investors clients and small business owners across the nation need, Justin created Financially Simple and operates it within the offices of Heritage Investors in Knoxville, Tennessee.
Justin Goodbread and Jim DeTar designed, shaped, and built Heritage to be all things to a few selected clients, not just another financial services company. 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 as ours, we are in an advantageous position to approach such challenges with experience and skill.
Advisory services are offered through Heritage Investors, LLC., an investment advisor registered with the state of Tennessee. 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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