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Financially Simple Bizcast


The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Jul 12, 2021

In episode 367 of Financially Simple, Justin answers a question on the cost of hiring a comprehensive financial planner as a small business owner.

There are a multitude of benefits and gains to be had by having a financial planner as a part of your team and business strategy, however the term “comprehensive financial planner” can be misrepresented. In this episode, Justin goes over what “comprehensive” means in relation to small businesses, and the role a financial planner should play in the success of your business - as well as what you might expect it to cost depending on a few variables.

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TIME INDEX:

01:28 - How Much Does it Cost to Hire a Comprehensive Financial Planner

04:18 - Are They Truly “Comprehensive”

09:20 - What Makes for a Good Financial Planner

13:40 - So, How Much Will One Cost

18:55 - Specifically for Business Owners

25:34 - Summary

 

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BIO:

Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.