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

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.

As the professional leader entrusted with the care of your goals and dreams, we understand that perseverance and trustworthiness are essential to the achievement of your financial objectives.

Matters of Importance

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Our holistic, outcome-focused portfolios align with the phases of your financial planning journey.

Financial Planning Journey

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We will assemble a dedicated team of professionals and service providers to support you in carrying out your responsibilities as a plan fiduciary.

Delivering

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Educational Insights

Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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