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“Bringing Order to Your Investment Universe”

Have you been investing awhile, but don’t yet have that “well-structured portfolio” you dream of?

In this Guide, You’ll Learn How To:

Take inventory of all your investments and accounts
Devise a plan to consolidate and simplify
Minimize taxes during portfolio transitions
Optimize for taxes, withdrawals, and market declines 
Plus: Explore potential benefits of working with a financial planner

Schedule your complimentary financial review

Review your current investments and accounts
Discuss your financial planning goals
Evaluate opportunities to save on taxes
Learn more about how TVAMP works with clients

Knoxville based financial advisors

6025 Brookvale Lane
Suite 160
Knoxville, TN 37919

TVAMP is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. The TVAMP Forms ADV Part 2A & 2B can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name.Please review our important disclosures, privacy policy, ADV and Form CRS.

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