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 and brighter financial future, by redefining retirement. Tim’s belief is that retirement is like planning the biggest vacation of your life. It requires knowing where you want to go, what you want to do, who you want to do things with and much much more…
“Servant Leadership is at the core of how we service our clients.” It is about building relationships that creates a sense of hopefulness, gratitude, and optimism.
As an Accredited Investment Fiduciary, AIF® Tim always puts the best interest of his clients before anything else. He starts by defining your “Matters of Importance” then uses the “Standard of Care” process and designs a plan utilizing the “Best Interest Checklist”, so you know that the recommendations are in your best interest.
Several years ago, Tim became a Certified Financial Education Instructor, CFEi®. Through his education and training he can provide both independent and objective educational workshops, one on one consultations and online resources that create financial wellness for companies and individuals.
More than 67% of employees say they are stressed about their finances, which can lead to increased absenteeism and decreased productivity. The answer is promoting Financial Wellness.
Through Tim's affiliation with Freedom Capital Management Strategies, FCMS®, he offers an Innovative asset management platform connecting your wealth to your goals and dreams. Through the leadership of experienced, independent financial advisors, the platform provides customized investment solutions designed to meet the uniquely important goals of each investor. Whether you are still in the accumulation phase or have entered the distribution phase of life we customize each strategy with your unique Riskalyze® score.