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(541) 728-7659
tim@tpafinancial.com
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Servant Leading Dreams

Each client relationship we have, is built upon a firm
understanding of their matters of importance.

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What is a Fiduciary?

An investment advisor has a fiduciary duty to act in their
client’s best interest under all circumstances…

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Money Character

Making smarter choices builds a better financial future and
creates a stronger character around money.

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Why TPA Financial?

Our mission is to be a servant leader to all our stakeholders, in every relationship we serve. Focusing our services on Servant Leading Dreams, Fiduciary Recommendations, and Financial Education.

What We Do

What We Do

We create, design and build long lasting financial plans allowing our clients to enjoy “Living Life”

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How We Do It

How We Do It

We identify what matters most to you. Provide servant leadership & create opportunities for greater success, satisfaction and significance.

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Why We Do It

Why We Do It

We are passionate about helping our clients imagine a bigger and brighter future, by redefining retirement.

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Live Like You're Retired!

Live Like You're Retired!

Planning for Retirement is like planning the biggest vacation, of your lifetime.

It requires planning, resources and a clear vision of what life will look like for you. Not everyone goes on the same vacation. Some people love to travel around the world, others like to go camping or hangout at the beach.

“There is no right or wrong.”

We don’t believe you should have to take on more risk than necessary to reach your dreams and to live your life. 

Is your retirement plan working?
Are you taking to much RISK or not enough?
Are your assets protected?

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Meet Tim

Timothy Lay

Timothy Lay, AIF®, CFEi®

Trusted Principal Advisor

Tim has been in the Financial Services Industry for over two decades, advising individuals, business owners and CPAs. He served eight years in the US Army as a Legal and Tax Advisor. Today his focus is helping clients imagine a bigger...
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."