Your finances ought to be easy
It is our goal to make your financial life simple, and help you avoid expensive financial mistakes.
What we do:
✓ Manage your investment portfolio
✓ Plan for retirement income
✓ Design a financial plan
✓ Coordinate your estate, insurance, & tax plans
✓ Organize & consolidate your financial life
Unbiased financial advice in all these areas:
Slow down your professional career and maintain your financial stability throughout retirement.
Take advantage of tax legislation and planning strategies to keep more money in your pocket.
Unbiased investment advice to manage risk and help you stay on track to reach your goals.
Explore opportunities to mitigate or transfer risk, and protect those most important to you.
Design the legacy you want to leave for your loved ones and the causes closest to your heart.
Master the basics and lay the groundwork for long term financial success.
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
From our blog:
Press ReleaseKnoxville, TN Local Financial Planning and Investment Management firm, TVAMP, is a pleased to announce Wealth Advisor Bob Labout has earned the Chartered Financial Consultant (ChFC®) designation. The ChFC® is a designation advisors earn to expand...
Video summary by Tom Young, CFP® below! The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives, there are things to be thankful for. Here is just some of what we’re...
The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this into perspective, nothing really qualifies as out of the ordinary. Since 1950, the S&P 500 has historically declined in September 55% of the time, posting an average...