A message from Eric Fitzgerald, CFP®
It’s been almost a month since we announced SCB Investment and Wealth Management! We had the official Ribbon cutting on April 20th. Sevier County Bank (SCB) is always looking for better ways to serve their customers and community, so earlier this year they teamed up with us. We now have a presence in Sevier County Bank and together we’ve branded this collaboration as SCB Investment and Wealth Management, Powered by TVAMP. I work out of an office on the first floor of the SCB main office, but I travel frequently to the other five locations to hold meetings. I’ve really enjoyed getting to know all the SCB employees!
A few days following the ribbon cutting, The Mountain Press helped us spread the word! In case you missed it, we have a link back to the press release here. Since the official launch at the beginning of spring, I’ve been fortunate enough to get some air time on local radio stations, Mix 105.5 and Mountain Country 106.3, with SCB President and CEO Matt Converse! My passion is helping educate people about personal finance.
I want to take a moment to reiterate how thrilled we are about this relationship! Our goal is to make a positive impact on more people in East Tennessee. Offering financial planning services at the same location many Sevier County residents bank at will be beneficial for them and create a centralized hub for all their financial needs.
To expand a little more on who we are and what we do, I’ve created this list I like to call the “Top Four Things You Can Expect from TVAMP:”
- Organization: We help people get their financial house in order. Often, people have several different bank accounts (some with different banks), in addition to multiple insurance policies, legal documents, and investment accounts – to name just a few. Our first priority is to help you organize your finances into one place. This gives you clear picture of what you have and where you have it.
- Accountability: After we help you get organized, we will develop a road map to get you from where you are today, to where you want to be. But we don’t just build this road map and then wish you luck on your journey… We work with you to prioritize your goals, show you the steps to reach those goals, and regularly review your progress.
- Objectivity: This is your life, your goals, your money! It can be extremely difficult for even the most prudent person to remove emotion from making important financial decisions. This is where we can help. We bring a professional and objective viewpoint to your situation. From there, we can help you make informed decisions to guide you on the road to financial independence.
- Education and Partnership: We work with you, not just for you! We get to know you personally, not just the numbers on your balance sheet. Your finances are simply the means to an end – living a life free from the worry of money! We take the time to understand you as a person. We look at what is most important in your life, your needs and objectives, and then work with you as a partner on your life journey. Along the way, we educate you, because it is not enough to just tell you what to do with your finances. We want you to understand why, so that you can make informed decisions.
We are looking forward to meeting all of Sevier County Bank’s customers, as well as the rest of the community! Are you concerned about the future of your family’s financial state? Are you making the most out of what you have? I like to help people answer questions like these. If you have financial planning questions, don’t hesitate to call me today at 865-366-5120, or shoot me an email at firstname.lastname@example.org. We can find a time to meet and I can show you how these “Top Four Things to Expect from TVAMP” will help you pursue your goals. This is about more than just money – it’s about a life well planned!