2020 has been a struggle but there are still plenty of reasons to be optimistic. Before 2020 started, we sent an email with a subject line that read, “How You Know 2020 is Going to be a Great Year…” (ha!) and highlighted several 2020 holidays that would fall perfectly on weekends. We couldn’t wait for the year to get started. Crazy to think we are about to close the books on 2020 and many of us are looking forward to it ending! Please know, we are here for you. We have been working harder than ever to protect your financial health during these challenging times. Almost everything can be taken care of over the phone, virtually, or via email. We’re happy to meet in person if need be. If you’ve lost your job, changed jobs, plan on retiring early, had a baby, etc. Jeff Foster, Jeff Sweat, and Scott Fisher started TVAMP nearly a decade ago. Their motivating factor was to better protect their clients. That meant merging their practices and adding team members. “We are proud to have built a stable and positive work environment for every employee, advisor, and intern. Even through our steady growth, we won’t ever compromise our quality of advice,” says Jeff Foster, CFP®. As of 2019, TVAMP is one of Knoxville’s largest practices (reported by Knoxville News-Sentinel, based on assets under management). In November 2021, TVAMP will officially turn 10. Many of you reading this have probably known us longer than that! “I’ve been in this business since 1996, says Jeff Sweat, CFP®. “We chose to come together so we could learn from each other and truly work as a team for our clients. If anything were to happen to me, I know my clients would be in good hands. All of our advisors are exceptional people. TVAMP is still growing, and it’s a unique, special place.” – we should talk! Life changes affect your finances greatly. We can help you keep your ducks in a row and manage your money proactively. Our advisors are ready to help you with your year-end financial planning: RMDs, IRA contributions, charitable giving/ qualified charitable distributions (QCDs), Roth conversions, and tax loss harvesting! If you’re new here, or a current client needing a review, we invite you to go ahead and fill out our annual client review questionnaire (It takes about 10 minutes… after you submit, we’ll respond back to find a good time/place to meet with you). We’re looking forward to the holidays. We pray you are staying healthy, and we are here for whatever you may need! Keep Living Invested.
Fall 2020 Print Newsletter
