Work with the Financially Simple team

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Work with the Financially Simple Team

Financially Simple invites you to work with our award-winning teams at Heritage Investors and Heritage Business Advisors. Led by four-time Investopedia Top-100 Advisor, Knox Biz’s 40 under 40, and the Exit Planning Institute’s Leader of the Year Award winner, Justin Goodbread CFP®, CEPA®, CVGA®, the teams at Heritage are the ones who put into action all of the wonderful educational content we provide here at Financially Simple.

Financially Simple Reach Stats Infographic

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Solve Problems and Add Built-In Value to Your Business

As a business owner, you’re working 60, 70, even 80 hours per week just to keep your business moving. When you go home at night, you’re exhausted but you’re still making phone calls, sending emails, and worrying about your team. By the time you’ve settled down, it’s time to repeat the cycle once again. Each new day brings new challenges that prevent you from progressing. Aren’t you tired of treading water? What if someone could show you a better way? What if you had someone that could walk with you as you went through your planning and implementation processes? How would your life and your business change if you were no longer tethered to its daily operation? This is the life and business-changing opportunity you’ve been searching for! Take control of your business and free yourself from the daily grind by working with the team you’ve trusted to bring you unparalleled educational content. Drop your information into the form and a member of our team will reach out to you to set up a no-pressure introductory phone call.

80% of small business have their worth tied up in their business
only 20% of small business that go to market actually sell
only 3% of small businesses sell without concessions by the owner

Take the first step NOW!

Don’t be one of the overwhelming majority of business owners who reach retirement only to find that their business isn’t worth what they thought it was, or worse, that it can’t be sold at all. Work with the team at Financially Simple and begin building a brighter tomorrow!

The First Step Starts Here

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