Live Invested | TVAMP

Live Invested (verb)

/ liv ∙ in-vest-ed /

to live life on purpose, for a purpose; “to live life intentionally”

What Matters Most to You?

Experiencing an abundant life is all about making intentional investments with your energy, time, and money. Before we develop your financial plan, we meet to find out what truly matters most to you: Financial freedom, getting your financial house in order, having means for travel, giving back, a comfortable retirement, and the list goes on! It’s a more purposeful way of “doing life” we refer to as Living Invested.

You Matter to Us.

Our relationship is designed to last a lifetime plus generations to come. You can expect to receive sound advice, thoughtful service, and regular communication throughout our journey.

 

At TVAMP we
enjoy actively assisting the community.

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

Our Five Values

We have high standards when it comes to how we operate and will continue to operate years from now. It’s important to us that you know what we stand for before working with us.

Having the right set of core values and being true to them. Everything that goes into the advice we offer is based solely on the best interest of our clients. Every TVAMP employee understands this value and holds it dear.

Integrity

Having the right set of core values and being true to them. Everything that goes into the advice we offer is based solely on the best interest of our clients. Every TVAMP employee understands this value and holds it dear.

Partnership

We believe our relationship with our clients is one of partnership; based on mutual trust and shared goals. Open dialogue helps to identify and clarify those goals. This relationship allows us to do our very best job for those we serve.

Education

We refuse to stop learning. While our craft can be complex, we pride ourselves on staying up-to-date with developments in our industry. We also take pride in educating our clients. We encourage clients to understand what we do for them and how we do it.

Independence

We provide objective investment advice. We go to great lengths to ensure that no external influence clouds the decisions we make on the client’s behalf. This value is a major reason our firm exists.

Continuity

Through thoughtful planning, TVAMP will be able to continue to serve our clients for many generations to come. 

“When your values are clear to you, making decisions become easier.”

~ Roy E. Disney

READY TO GET STARTED?

Our clients enjoy working with us because we share their values and appreciate that we care for them and not just their wealth.

We’re glad you visited us.

Our monthly financial e-mail could help you make wise choices about saving, investing, retirement planning, taxes, and legacy planning. Would you like to start getting it?