Fiduciary Financial Advisors
Get your financial life in order & make smart financial decisions
Latest from our blog:
Bob Labout Attains Respected CFP® Certification
We are happy to announce that Wealth Advisor Bob Labout has obtained the...
Wills Vs. Trusts
Wills vs. Trusts: Which Is Right for You? When it comes to planning your...
Estate Planning Made Simple
Part of our job as Financial Advisors is to mitigate risk... ...in this case:...
Your finances ought to be easy
It is our goal to make your financial life simple, and help you avoid expensive financial mistakes.
Download Your Free Guide
Estate Planning (3-Part Series)
You’ll Learn:
• Which legal documents you need
• Scenarios a POA is helpful
• How to reduce stress for the ones you leave behind
• Tackling 3 common hurdles to getting started
• How to complete your estate plan, step-by-step
What we do:
✓ Organize & consolidate your financial life
✓ Design a financial plan
✓ Manage your investment portfolio
✓ Plan for retirement income
✓ Coordinate your estate, insurance, & tax plans
Ready to talk?
Schedule your 15-minute intro call
Briefly explain your financial situation
Discover if TVAMP is a good fit
Learn about our client experience
Why TVAMP?
Simple
Process
Successful strategies are often the most simple. Our process begins with a short intro call.
Transparent
Pricing
Simple, fee-based pricing that won’t require a PhD to understand.
CFP®
Professionals
Education, experience, and ethics set our CFP® Professionals apart from other financial advisors.
Personal Financial Planning…
… is far more personal than it is financial. We listen first, and plan second. It’s the only way to develop a strategy that will help accomplish what is most important to you.
Planning is fluid, not static. Our team of CFP professionals will help you design and maintain a plan that moves with you through life.
Retirement Planning
Slow down your professional career and maintain your financial stability throughout retirement.
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Investment Management
Unbiased investment advice to manage risk and help you stay on track to reach your goals.
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Estate
Planning
Design the legacy you want to leave for your loved ones and the causes closest to your heart.
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Tax Strategies
Take advantage of tax legislation and planning strategies to keep more money in your pocket.
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Risk Management
Explore opportunities to mitigate or transfer risk, and protect those most important to you.
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We meet you where you are in your financial journey.
Financial plans rooted in purpose help you fully invest in what matters. That’s Living Invested.
Jeff Sweat, CFP®
Senior Partner | Wealth Advisor