Can I Actually Work with Justin Goodbread?

work with Justin GoodbreadI know how hard it is to find that perfect match when it comes to working with a financial planner. Some advisors tend to make the financial world complicated. I’ve heard stories of clients feeling more confused after a meeting with an advisor than before it ever started. However, I have an entirely different philosophy. My goal is to simplify your life by simplifying your finances… both here on Financially Simple and in person with my clients.

Even more, few financial advisors know how to advise business owners. However, since I am a business owner, and have been since I was 15 years old, that’s my area of expertise. Plus, I now have a new certification that will really help business owners: Certified Value Growth Advisor (CVGA) status – a training that complements my years of experience helping businesses grow to the maximum value.

As a CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor, serial business owner, CVGA, and now Financial Expert Witness, I’m dedicated to destroying the complexities you struggle with when it comes to your money.

My Philosophy

It would be easy to provide you with fancy methodical approaches to financial planning, but what’s the point. With the CFP® board’s proven process, I can and will help you find a financially simple path in your business or personal finances. I perform all of my consulting through my company Heritage Investors LLC located in Knoxville Tennessee.

Schedule a Meeting

If you would like to discuss the possibility of becoming one of a few select clients through my Heritage Investors, simply fill out the form below. A member of our team will contact you by phone to discuss the best times for us to do an assessment meeting.

Please note: if you are already a client, please click this link to schedule your meeting. If you are part of the media looking to work with Justin in a promotional setting, please click this link to fill out a Media Request form.

Upon completion of the form, you will be contacted within one business day.