Welcome, Jill Bertke, CFP®!
We are excited to welcome Jill Bertke, CERTIFIED FINANCIAL PLANNER™ professional to TVAMP!
Post-Divorce Long Term Care Planning for Business Owners
As a business owner, you know the importance of planning for your company’s future, including attracting and retaining key employees. Inadequate planning for the possibility of future LTC issues can have a huge impact on your business, your key employees, and your portfolio.
Helping to Care for Aging Parents
With elder care costs continually on the rise, financial planning has become ever more crucial to the economic well-being of adult children responsible for the care of their elderly [...]
Meet Lisa Wyrick – Executive Office Administrator
A large part of her job is client communication. She enjoys interacting with clients whether it’s at the office, an event, or over the phone.
Your First Financial Planning Meeting
Working with TVAMP can help you spend less time wondering if you’re headed in the right direction with your investments or your finances in general.