Justin Goodbread, CFP, CEPA

Justin Goodbread, CFP, CEPA

Founder & CEO, Financially Simple

Goodbread CFP, CEPA, owns Heritage Investors, a wealth management company in Knoxville, Tenn. After several years of working in a large wealth management firm, he and his business partner ventured out on their own in 2009. He believes in keeping a low client/adviser ratio for maximum client benefit. He both blogs and does podcasts, with a goal of "simplify(ing) the financial world for business owners and the next generation of wealth." As a serial small-business owner, Goodbread has sold three businesses for a profit. He enjoys driving his tractor and playing on his "hobby farm" in Tennessee.

Phone: 865.690.1155
E-mail: justin@financiallysimple.com
Heritage Investors and Financially Simple
Facebook: www.facebook.com/financiallysimple
LinkedIn: www.linkedin.com/in/justingoodbread

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entrepreneurship

Warning: Your Business Is Not a Retirement Fund!

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home insurance

Is Your Home as Protected as You Think? It’s Time for a Policy Review

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Budgeting

Retiring in Uncertain Times? Try the Bucket Strategy!

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retirement

10 Ways You Could Avoid the 10% Early Retirement Penalty

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capital gains tax

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Budgeting

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investing

What’s So Great about Diversification?

Balancing out the risks and rewards of your investment portfolio is always a good idea. Here are the basics of diversification and the different asset…
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Should You Hire or Fire Your Robo Adviser?
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Financial Planning

Should You Hire or Fire Your Robo Adviser?

Robos have come a long way, and they do serve a purpose for many investors. But when the markets are going crazy, there's a distinct downside to consi…
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