I'm Retired

For 40 years, the paycheck showed up on its own. Now it’s up to you.

Retirement isn’t a finish line. It’s a career change. The job that used to hand you a paycheck is now yours: turning a lifetime of savings into money that shows up every month for the next thirty years — through good markets and genuinely ugly ones. It’s a different kind of hard than saving ever was.

Spend too carefully and you scrimp through the healthiest years you have left. Spend too freely and you risk running short at the exact age you can least afford to go back to work. Underneath that sits a stack of decisions most people face for the first time with no practice swing: which accounts to draw from first, how to keep the IRS from taking more than its share, what Medicare actually covers, what you want to leave behind and to whom.

Retired

Real people, real answers

What does “Living Invested” look like for you?

Small moments that reflect what matters most.

Saying yes to the trip without the second thought.

Knowing my kids will be okay even if I’m not.

Buying my dad the boat he never bought himself.

A porch and a real Tuesday.

Eating dinner at six, not at my desk.

What’s the Money For?

Every plan we build starts with that question. Not with a portfolio, a product, or a pitch. But with the life you’re trying to fund.

Most financial advice sounds the same because it is the same: gather the assets, pick the funds, mail the quarterly report. We started TVAMP because we believed the work, and the people, deserved better.

The point is what the money makes possible.

Many firms organize their planning around your performance. We organize ours around your life.

Toggle to see the difference\\u200b

Who you’ll actually talk to:

Jeff Foster professional photo Jeff Foster professional photo

Jeff Foster, CFP®

He follows up on the things you talked about.

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Jill Bertke Jill Bertke

Jill Bertke, CFP®

She helps you talk through the hard parts.

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Josh Stidham professional photo Josh Stidham professional photo

Josh Stidham, CFP®

he welcomes the questions you almost didn't ask.

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Hear it from our clients\\u200b

“We were able to serve as missionaries for over five years. They keep in contact with us and have always taken a personal interest in us and our family.”

James & Peggy
Provided July 2026. Current client. No compensation provided. No conflicts of interest. Comments reflect client’s own views and opinions.

Missionary days in Central Europe

Knowledge Hub

Insights for every stage of retirement

Retirement

Webinar: Reframe Your Retirement

Retirement is one of life’s biggest transitions, yet many focus only on finances—leaving them unprepared for what truly makes retirement fulfilling: Spending time with loved ones, fun activities, giving back, or living a faith-filled life.

Are We a Fit?

TVAMP is not for everyone

This probably isn’t for you if…

  • Measure success by performance alone.
  • Are looking for the next “hot stock.”
  • Treat the relationship like a transaction.
  • React to market noise.

We’d love to talk if…

  • You want a plan, not just a portfolio.
  • You show up to the relationship.
  • You value advice and act on it.
  • You Live Invested.

Ready to Get Started

Two ways to begin

If this sounds like you, let’s have a conversation. If it doesn’t, we hope it saved you some time.

15 min • no prep

A Short Call

Tell us what’s on your mind. We’ll listen. You’ll get a sense of whether we’re a fit. No prep needed.

60 min • bring the checklist

A Deep Dive

Bring your questions, your statements, the things keeping you up. We’ll spend the time. Bring our 10-question checklist if it helps.