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:
Financial markets lived up to their reputation during the month of August, which has a record for being difficult. On the first day of August, markets had to contend with a downgrade of U.S. long-term debt by the rating agency, Fitch. They attributed the...
We are thrilled to announce that Wealth Advisor Tom Young, CFP® has obtained the Certified Financial Planner™ (CFP®) certification. At TVAMP, Young focuses on crafting financial plans that are tailored to each client’s unique needs and goals. Tom says, “Earning the...
Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky, as recession hasn’t followed the chorus of...