Knoxville Based Financial Advisors
Get your financial life in order & make smart financial decisions
Your finances ought to be easy
TVAMP financial advisors make things simple so you can focus on what matters most, and avoid expensive financial mistakes.
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Sequence of Returns:
The Hidden Retirement Risk
What You’ll Learn:
• What sequence risk is
• How sequence risk can derail your retirement
• Ways to minimize your risk
What we do:
✓ Manage your investment portfolio
✓ Generate retirement income
✓ Design a financial plan
✓ Coordinate your estate, insurance, & tax plans
✓ Organize & consolidate your financial life
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, straightforward pricing that won’t require a PhD to understand.
CFP®
Professionals
Education, experience, and ethics set our CFP® Professionals apart from other financial advisors.
Professional financial advice in all these areas:
Retirement Planning
Slow down your professional career and maintain your financial stability throughout retirement.
Tax Strategies
Take advantage of tax legislation and planning strategies to keep more money in your pocket.
Investment Management
Unbiased investment advice to manage risk and help you stay on track to reach your goals.
Insurance Planning
Explore opportunities to mitigate or transfer risk, and protect those most important to you.
Estate Planning
Design the legacy you want to leave for your loved ones and the causes closest to your heart.
Foundation Planning
Master the basics and lay the groundwork for long term financial success.
Financial plans rooted in purpose help you fully invest in what matters. That’s Living Invested.
Jeff Sweat, CFP®
Senior Partner | Wealth Advisor
From our blog:
Good Financial Advice
Do you still need a living, breathing financial advisor to get good financial advice? In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment management tools, you may wonder... You do. But with a twist....
Is the Debt Ceiling Bringing You Down?
So, what’s up with the U.S. debt ceiling? As potential threats loom large, we’re seeing articles in abundance, explaining where we’re at, how we got here, and what to expect next... We share in your frustration over the maddening lack of resolution to date....
First Quarter Update
The “I’s” had it across the first quarter, as inflation and interest rates continued to dominate popular financial headlines. That is, at least, until the Silicon Valley Bank meltdown took over, followed by the government’s swift reaction to the same. What...