Broker Check

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

Qualified Plans

Cash Balance
Defined Benefit

Small Business Owners

Small Business Owners




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.

Are You on the Road to Financial Wellness?

It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.

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