May 5th, 2020

Your monthly e-news from TVAMP

(865) 226-9982 | [email protected]

Good Morning!

We hope this finds you safe and healthy. We'd like to take a moment to acknowledge the challenges we are are facing and commend you for holding steady.

Just a quick update on our advisors and administrative team: Our technology is running smoothly. Our firm was forward thinking and had invested in our ability to technologically work under unusual circumstances such as these, and it is paying off for all of us. We are 100% available for any questions you may have, and we are here for you should you need any additional guidance through these rough waters.

Know that you are not alone, and we will pull through this together!

Live Invested,
 Your TVAMP Team

P.S. - Don't forget, you can find recent COVID-19 email updates + articles on our resources page.
~ New Blogger in the House ~

We welcomed Jill Bertke, CFP® to the TVAMP team in October, 2019. Since then, she's been busy serving her clients and working with many of you. She recently closed on a home in Knoxville, TN and now she's feeling more settled. Help us give her a warm welcome to the TVAMP blog by checking out her first entry "Big Picture Planning: 3 Money Moves to Consider Right Now" by Jill Bertke, CFP®.
The IRS Says You Have Until July 15 To Make 2019 IRA contributions (or until you file your 2019 taxes).

1-minute video: "Is A Tax-Free Retirement Possible?"
Brenda Shepherd is a type two on the Enneagram scale, also known as the “Helper.” Naturally, she enjoys being on the front lines to take calls and greet you with a cheerful voice. We are blessed to have her because of her dedication to our clients and our team.


  • Knox County Health Department shared their Phased Re-opening Plan. It's a 30-page detailed outline. Skip to page 17 for Phase 1 details (what's happening now).

Morning sun in Seymour, TN shot by Lisa Wyrick

What Keeps You Up at Night?

We've created a simple form with common financial worries listed by category. This is ideal for clients to fill out to perform a quick "check-in." Your answers will be sent securely to your financial advisor, and they will reach out to you if necessary.

Not a client?
We still invite you to fill out this form as a way to request more information on these financial topics. (Not to worry, we will not bombard you with calls or emails afterwards).
Upcoming Holidays / Office Closures

  • Sunday, May 10th, Mother's Day

  • Monday, May 25th, Memorial Day (offices closed)

  • Sunday, June 21st, Father's Day
TVAMP Financial Planning & Investment Management

This may be the time you need a trusted financial professional most. If you'd like to schedule a time to talk with one of our advisors, please send an email to [email protected] or call us at (865) 226-9982.
Office Hours
8:00 AM - 5:00 PM Monday - Thursday
8:00 AM - 4:00 PM Friday

Learn more about us on our website: . Our advisors have a secure contact form on their individual page.