What We Do

Timothy Lay, AIF®, CFEi®

I help business owners & professionals achieve retirement without sacrificing lifestyle, while managing risks and being prepared in case of an emergency. Most people focus on wealth accumulation throughout their working years, giving very little thought to their distribution phase. This leaves many ill prepared for retirement. I specialize in helping business owners & professionals to create a clear distribution plan.

When you partner with TPA Financial, you get the most efficient, and effective retirement plan for both you and your employees. Helping you plan to retire either on time, or early, while designing a retirement income strategy that business owners are looking for right now. Basically, we solve the retirement plan problem of when you can retire and make sure you are not going to run out.