Fiduciary Financial Advisors
Get your financial life in order & make smart financial decisions
Latest from our blog:
Election 2024
The Presidential election is over and once again we must focus on not letting...
Bob Labout Attains Respected CFP® Certification
We are happy to announce that Wealth Advisor Bob Labout has obtained the...
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Wills vs. Trusts: Which Is Right for You? When it comes to planning your...
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.
13 CFP®
Professionals
Education, experience, and ethics set our 13 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 13 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