August 2, 2016

VIDEO: MILLION DOLLAR PRACTICE

MILLION DOLLAR PRACTICE Are you a young dentist and striving to produce 1 MILLION in revenue? Do you have a plan to reach this goal? Do you find yourself hitting a ceiling of production and need some custom motivation to reach your goals? #dentist see the value in working with experienced professionals. #wealth planners with business experience are not any different! Heritageinvestor So above in the video, we have described how you can make your first million dollars. If you liked the video and enjoyed it then please don’t forget to share it with others on social media and other platforms.
June 28, 2016
RMD's; retiring early

Why you will never retire!

Why you will never retire! We all have hope and dreams—traveling, relaxing, playing golf every day or for me personally sitting on a beach after a morning of wetting a line (a.k.a. fishing)…basically enjoying the vacation life every day.  Whatever you’re dreaming of could be nothing more than a pipe dream unless you take the necessary steps. According to a recent survey, half the households in America have saved less than $10,000 for their retirement income.  Whether they’re just overspending or planning to live off social security, most people aren’t saving enough to retire plain and simple. So what’s the reason for this trend? 1. We start saving too little too late  Most people spend their years in college and come out in their early 20s. Then they get into their 30s, and they are trying to find that new job, buying their first house, getting married, having babies. Somewhere between their 30s and 40s life seems to be getting a little better–maybe they get a pay raise at work–and now they go out and go in BIG DEBT buying brand new fancy cars, big fancy toys, big fancy houses, etc. and they still aren’t looking toward retirement. All the sudden we get into […]
June 6, 2016

VIDEO: Dentist, Business, Planning, and Net Worth Increase

Dentist, Business, Planning, and Net Worth Increase How do you measure the success of your dental practice? Justin Goodbread, CFP(R), Co-CEO of Heritage Investors, a Wealth Management Firm in Knoxville, TN answers a client question. How should a dentist judge the effectiveness of their wealth advisor? If you are a dentist, then we are sure you have often wondered about the state of your business. Where are you going and what are you trying to achieve. Your debt load can seem insurmountable. The day to day grind can leave you frustrated. This is where a private CFO can help. Heritageinvestor
May 30, 2016

What’s the worth of a CFP ®? – Financially Simple

In a meeting this last week, a client asked me, “How can I measure the worth of a financial planner?” This client is a very knowledgeable and informed client, trying to understand a quantitative measurement for the hiring of a wealth manager.  This question resulted in an intense research for quantitative measuring tools.  Here is what I discovered…. What you don’t know can definitely hurt…especially when it comes to comprehensive wealth and retirement planning. That’s why working with a CERTIFIED FINANCIAL PLANNER™ could make all the difference in the world. Here’s how  CFP’s® are making a difference for those that choose to work hand in hand with one. According to a recent survey, of those that are within 15 years of retirement, a whooping 76% are stressed when it comes to their savings and investments. However, those working with a CFP® aren’t experiencing the same lack of confidence. With and Without Investors Confident with plan Happy with plan With an advisor 91% 92% Without an advisor 44% 44% Not only are those that work with an advisor stressing less about their future, they’re also seeing higher returns on their investments. While past performance is not indicative of future results, I found […]