Knoxville Based Financial Planning and Investment Management

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Financial Planning & Investment Management

Fall 2019 Print Newsletter

Live Invested®

Empowering Financial Advice

To pursue lifetime dreams and build a legacy, you must plan with wisdom, clarity, and intention. At TVAMP, we empower our clients with specific financial strategies to help them commit to their goals. We encourage our clients to plan with purpose. Plan for a purpose.

Retirement Savings | Income Planning | Financial Planning | Tax Planning | Investment Management | Estate Planning| Education Savings

You can check the background of our firm on FINRA’s BrokerCheck.

Live Invested®

Do you want to be more intentional with your time, energy and finances? Let’s get crystal clear about your values and vision.

Our Process

After we learn about your goals, your advisor will assess your foundation, learn about your lifesyle, and discuss the shape of your legacy.

Commit to your financial goals with an experienced advisor on your side.

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For a quicker response, call us! (865) 226-9982

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Meet our unique, family-like team.

Upcoming Events

Live Invested with Us – Sustainable Investing

The demand for sustainable investing is growing. We've moved from "why?" to "why not?" Nowadays, investors can seek to achieve a market-like risk & return - with a more sustainable outcome while pursuing your financial goals.

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Free
Schulz Bräu Brewing Company, 126 Bernard Avenue
Knoxville, TN 37917 United States
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Valentine’s Day Luncheon

A special luncheon for our widowed clients. More information coming soon!

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Free
Cherokee Country Club, 5138 Lyons View Pike
Knoxville, TN 37919
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Presidents’ Day (Offices Closed)

Reminder: Our offices will be closed today

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We’re on Social Media!

Fuel your financial journey by following us! We share interesting articles, blogs, video and event details.

 

At TVAMP we
enjoy actively assisting the community.

Local organizations and charities we currently support or have supported with in the past.

It takes time, experience, and research to plan for your financial future. With TVAMP as your guide, you can commit to your financial intentions and leave less to chance.

From Our Blog

Recession Watch Update

Recession Watch Update

As the economic expansion caps its first decade, we thought it’d be a good time to check on LPL Research’s leading indicators in our Recession Watch Dashboard. As you can see in our latest update and in the LPL Chart of the Day, the overall view hasn’t changed much....

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Beyond Retirement: What About Your Other Goals?

Beyond Retirement: What About Your Other Goals?

Let's say that at the age of 25, you earned $35,000. If your salary increased at the average historical rate, you'd have earned nearly $2 million in total by the time you were 65.1,2 That might sound like a lot -- until you begin thinking about all the financial goals...

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Five Strategies for Tax-Efficient Investing

Five Strategies for Tax-Efficient Investing

After factoring in federal income and capital gains taxes, the alternative minimum tax, and possible state and local taxes, your investments' returns in any given year may be reduced by 40% or more. Here are five ways to potentially lower your tax bill.1 Consider...

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