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(865) 226-9982 [email protected]

Simple, Fee-Based Pricing

We believe it shouldn’t require a PhD to understand what you’re paying for financial advice. We’re an open book!

Financial Planning & Investment Management

TVAMP provides the most value to those with $500,000 or more of investable assets*

Typical Annual Fee

0.6 – 1.5%

% is applied to total assets managed by TVAMP

Available Services Include:


✓ Personalized financial roadmap

✓ Investment management and asset allocation

✓ Detailed cash flow projections and planning

✓ Retirement planning and retirement income strategies

✓ Estate, insurance, and tax planning

✓ Ongoing coordination with your attorney and CPA

and more!

Designed For:


✓ Those in retirement seeking retirement income

✓ Retirees aiming to preserve and transfer wealth

✓ Pre-retirees in need of retirement planning

✓ Business owners in need of comprehensive planning

✓ Young professionals and families aiming secure their financial future

TVAMP provides the most value to those with $250,000 or more of investable assets1

Typical Annual Fee

0.6 – 1.5%

% is applied to total assets managed by TVAMP

 Available Services Include:


✓ Personalized financial roadmap

✓ Investment management and asset allocation

✓ Detailed cash flow projections and planning

✓ Retirement planning and retirement income strategies

✓ Estate, insurance, and tax planning

✓ Ongoing coordination with your attorney and CPA

and more!

Designed For:


✓ Those in retirement seeking retirement income

✓ Retirees aiming to preserve and transfer wealth

✓ Pre-retirees in need of retirement planning

✓ Business owners in need of comprehensive planning

✓ Young professionals and families aiming to secure their financial future

Get started with a 15-minute intro call

We meet you where you are in your financial journey.

Fees subject to change and are determined based on a variety of factors including, but not limited to, amount of assets under management, situation complexity and services required. Maximum allowable fee of 2% of assets under management annually. Please refer to our ADV for more information on fees and services. Does not include other fees custodian may charge client for account maintenance and other account activity.

*Investable assets include stocks, bonds, mutual funds, 401(k)s, IRAs, and other investment accounts.

Sequence of Returns: The Hidden Retirement Risk

Download Your Free Guide

Sequence of Returns:
The Hidden Retirement Risk

What You’ll Learn:
• What sequence risk is
• How sequence risk can derail your retirement
• Ways to minimize your risk

Become empowered with a plan

We remove the complexity