Investment and Retirement Services
About Tennessee Valley Asset Management Partners (TVAMP)
Financial Planning & Investment Management
Available to Members, provided by Tennessee Valley Asset Management Partners (TVAMP)
(865) 226-9982 | connect@tvamp.com
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Meet TVAMP
TVAMP is a Knoxville-based firm focused on helping clients pursue their financial goals and aspirations. In 2016, Knoxville TVA Employees Credit Union selected TVAMP as our financial planning & investment management firm of choice to help meet Members' future financial needs.
All TVAMP advisors are fiduciaries and completely independent. In other words, they have the power and responsibility to provide specific investment and/or insurance recommendations without any exclusive affiliations to sway their focus from putting your needs first.
TVAMP takes a comprehensive approach that views your investments in the context of your overall financial picture. TVAMP financial advisors are available to meet you at your preferred Credit Union branch, their main office, at your business, or virtually.
"We're here to help the hardworking Members of Knoxville TVA Employees Credit Union prepare for their future."
-Jeff Sweat, CFP®, TVAMP Senior Partner, Wealth Advisor
- Comprehensive Financial Planning
- Retirement Planning & Income Strategies
- 401(k) guidance
- Professionally Managed Investment Accounts
- Portfolio Review and Risk Analysis
- Estate Planning and Wealth Transfer Strategies
- College Savings and Planning
- Small Business Retirement Planning
- Insurance Needs Analysis
An initial meeting (between 30-60 minutes) with a TVAMP financial advisor is free. Bring your questions and have important financial documents handy.
There are five ways TVAMP can bill for their services:
- Percentage-of-assets fee without detailed financial planning: TVAMP recommends what investments are most appropriate for you* (% varies)
- Percentage-of-assets fee + detailed financial planning: TVAMP recommends what investments and long-term financial strategy is most appropriate for you (% varies)
- One time financial plan: TVAMP builds a complete Financial Roadmap developed and presented to you after several meetings (Ranges from $1,200 - $2,500 based on plan complexity)
- Retainer based advice: You pay your TVAMP advisor a set monthly fee for ongoing planning and advice (Starting at $100 per month)
- Transaction (commission) based investment management: Your TVAMP advisor will be paid based on products purchased and accounts opened* (commissions vary)
You and your advisor will decide which service model is most appropriate for your situation. After becoming a TVAMP client, meetings with your TVAMP advisor will be held on a regular basis to monitor and adjust your plan as needed.
TVAMP is a third-party partner to Knoxville TVA Employees Credit Union. Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Tennessee Valley Asset Management Partners (TVAMP), a registered investment advisor and separate entity from LPL Financial. Knoxville TVA Employees Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TVAMP, and may also be employees Knoxville TVA Employees Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Knoxville TVA Employees Credit Union or TVAMP.
Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value