What We Do
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.
Who We Serve
Qualified Plans

401(k)
403(b)
Cash Balance
Defined Benefit
Small Business Owners

Anesthesiologists
Chiropractors
Dentists
Doctors
Realtors
Entertainers

Actors
Gamers
Musicians
Online Streamers
How It Works
We have a consistent and proven process to help our clients clarify and identify their path to retirement, providing leadership, structure, organization, and simplicity. It all starts with an initial call to understand your current situation, where you want to be, and if we’re the right partners to help you get there.
5 Ways to Stay Confident in Retirement
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.