Servant Leading Dreams
Each client relationship we have, is built upon a firm
understanding of their matters of importance.
What is a Fiduciary?
An investment advisor has a fiduciary duty to act in their
client’s best interest under all circumstances…
Money Character
Making smarter choices builds a better financial future and
creates a stronger character around money.
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
We create, design and build long lasting financial plans allowing our clients to enjoy “Living Life”

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

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

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?
Contact Us
How to Retire Early
Risk Tolerance: What’s Your Style?
Retirement and Quality of Life
Meet Tim
Timothy Lay, AIF®, CFEi®, CPFA®
Trusted Partner 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...
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."