While investments play an important role in your financial goals, it’s really only a part of the story.
Andrew Cochran, AAMS® is a Wealth Advisor at TVAMP. He joined us from Chattanooga, TN in March of 2020. He left a national brokerage firm to pursue his dream of working with an independent team.
As financial advisors, we’re often asked by our clients, friends, and family how they should be invested…
While investments play an important role in your financial goals, it’s really only a part of the story. Our value to the clients we serve comes down making good financial decisions, planning ahead, and then investing wisely.
Good financial decisions come in multiple forms.
These include putting away enough each year for retirement and controlling your spending once you reach retirement. Relevant to this year, staying invested when uncertainty arises is incredibly important. While it may not feel great in the moment, history has shown us time in the market is better than timing the market. We guide our clients in their financial decision making to help them avoid potential pitfalls.
Planning ahead goes hand in hand with good financial decisions.
We can’t control the future but we can equip ourselves to be best prepared to reach your goals and navigate unforeseen circumstances. We do this by putting together a comprehensive financial plan considering what resources you have and what your goals are. We look out for any blind spots and potential pitfalls. Additionally we coordinate with other professionals in your life such as your estate planning attorney and accountant or CPA.
This leads us to investing.
We simply ask our clients what this money is for, what goals do they have, and invest accordingly. If there is anything we can take away from what has been an unprecedented year for all of us, it is to focus on what we can control. While we can’t control the markets, we can control the decisions we make and the plan we have in place.
I don’t know about you, but I love it when a plan comes together. If we can help get your financial house in order we would consider it a privilege to work with you, contact us at (865) 226-9982 or email us at firstname.lastname@example.org .