TVAMP | Financial Planning & Investment Management
(865) 226-9982 connect@tvamp.com

Get your financial life in order & make smart financial decisions.

Schedule Your 15-Minute Intro Call

Your finances ought to be easy

TVAMP make things simple so you can focus on what matters most, and avoid expensive financial mistakes.

CFP® Professionals on our team

Clients currently served by TVAMP

Schedule your 15-minute intro call

Our intro call will help us better understand your current situation to see how we can help.

What TVAMP does:

Manage your investments

Generate retirement income

Design a financial plan

Coordinate your estate, insurance, and taxes

Organize and consolidate your finances

What we do:

Manage your investment portfolio

Generate retirement income

Design a financial plan

Coordinate your estate, insurance, and tax planning

Organize and consolidate your financial life

We start with a 15-minute intro call

We meet you where you are in your financial journey.

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15-Minute Intro Call

Your intro call will help us understand your financial situation and how we can help. Schedule Your 15-Minute Intro Call

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Fact Finder

You’ll fill out our questionnaire so we understand your expectations of a financial planner, and help us make the Discovery Meeting as efficient as possible.

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Discovery Meeting

You’ll meet with a team of professionals – in person or virtually – to dig into your financial life.

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Crunch the Numbers

Your team gets to work. We review the dollars and data to address any “red flags”, and design a strategy for you.

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Design a Plan

To get from where you are today to where you want to be, we provide a personalized Financial Roadmap.

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Live Invested

We guide your plan into action, help you make smart financial decisions, and empower you to Live Invested.

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See How It Works
See How It Works

Honest financial advice in all these areas:

Retirement Planning
Retirement
Planning
Tax Strategies
Tax
Strategies
Investment Management
Investment
Management
Education Savings
Insurance
Planning
Estate Planning
Estate
Planning
foundation planning
Foundation
Planning
and more!
and more!


Financial plans rooted in purpose help you fully invest in what matters. That’s Living Invested.

Jeff Sweat, CFP®

Senior Partner | Wealth Advisor

Become empowered with a plan

Schedule Your 15-Minute Intro Call

We remove the complexity