Wealth Management
Plan for Your Future
Achieve Financial Freedom
Financial planning doesn’t have to be overwhelming. As a Member, you get access to resources designed to help you take control of your money. It’s never too early to start planning for the future, and planning for financial success is for everyone. Steps you take now set you up for a more secure tomorrow.
Wealth Management Accounts
Whether you want to save for retirement, plan for your family’s future, or pay for education costs, we have options to help.
Individual Retirement Accounts
IRAs give you options to save for retirement beyond your 401(k) or pension. These accounts help you save for retirement and offer tax benefits now and in the future. Open an IRA at any age to save for retirement.
Certificates
Certificates are accounts that mature at a set date. Store money you don’t need to use right now, and let it earn dividends and grow over time. Certificate Accounts are also considered low-risk, so your funds stay safe while they grow.
Premium Savings
Premium Savings accounts help you save more as your balance increases. We give you greater interest the higher your balance grows.
Educational Savings
An Educational Savings Account is for use on future education costs. Savings earn dividends. Balances are paid out on the child’s 18th birthday or their first day of college, whichever comes first.
Wealth Management Services with TVAMP
Tennessee Valley Asset Management Partners (TVAMP) provides local, independent wealth management and financial planning for every stage of life. TVAMP can aid with:
- Investment portfolio management
- Retirement and income planning
- Estate planning coordination
- Insurance strategies
- Tax planning coordination
- Personalized financial plans
From building wealth to planning for retirement, TVAMP offers straightforward guidance centered on your goals. Schedule a 15-minute intro call, and TVAMP advisors will be happy to arrange a meeting with you at your local branch, business, virtually, or their main office located in West Knoxville.
Estate Plans for Your Family
A will or trust helps make sure your wishes are clear and your loved ones are taken care of. Through your membership, you can save on estate planning services, with wills starting at $159.00 and trusts at $399.20.
- Securely create your estate plan with options available in all 50 states
- Get legally binding, customizable documents created by lawyers
- Get top-rated Member support available six days a week
- Complete your plan in as little as 30 minutes
- Manage everything through an easy-to-use online platform
