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
Years in combined experience helping clients
What TVAMP does:
Manage your investments
Generate retirement income
Design a financial plan
Coordinate your estate, insurance, and taxes
Organize and consolidate your finances
We start with a 15-minute intro call
We meet you where you are in your financial journey.
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
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.
You’ll meet with a team of professionals – in person or virtually – to dig into your financial life.
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.
Design a Plan
To get from where you are today, to where you want to be, we provide a personalized Financial Roadmap.
We guide your plan into action, help you make smart financial decisions, and empower you to Live Invested.
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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
We remove the complexity