Financial Planning & Investment Management
Available to Members, provided by Tennessee Valley Asset Management Partners (TVAMP)
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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
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:
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