What We Stand For:
Financially Simple operates under the simple idea that we want business owners to understand that there is a life outside their business (our Vision). The way we make that happen (or Mission) is to offer educational tools (in the form of blogs, podcasts, videos, courses – both digital and in-person, and speaking events) that teach owners how to build a best-in-class company that 1. does not require him/her to BE the business and 2. increases in value making it sellable when he/she wants to leave or retire.
Who We Are:
Financially Simple was originally created in hopes of providing financial education, information, and resources to the many Heritage Investors’ small business and wealth management clients across the nation. The Financially Simple team still operates to help our clients but has expanded to give our non-clients as much education as we are able to under our compliance constrictions.
Heritage Investors (and now Heritage Business Advisors) is designed 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.
Financially Simple is a division of Heritage Investors, LLC. Advisory services are offered through Heritage Investors, LLC., a registered investment advisor. Heritage Investors, LLC only conducts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific 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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