Timothy Lay, Aif®, Cpfa®, Cfei® Email and Phone Number
Timothy Lay, Aif®, Cpfa®, Cfei® personal email
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WHAT I DO: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.WHO I HELP:I partner with successful Business Owners & Professionals within 10 years of retirement, including a strong emphasis on, but not limited to:- Anesthesiologist - Business Owners- Chiropractors- Contractors- Dentists- Doctors- Online Streamers / Entertainers / Gamers- RealtorsWHY IT WORKS: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.WHAT MAKES ME DIFFERENT:I always put the best interest of my clients before anything else. We start by defining your “Matters of Importance” then we use our “Standard of Care” process and design a plan utilizing our “Best Interest Checklist”, so you know that the recommendations are in your best interest. I have over 20 years of financial services industry experience. As a Certified Financial Education Instructor and Accredited Investment Fiduciary, I am intimately aware of the fiduciary challenges that you face and understand the desire reduce your fiduciary liability.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.READY TO TALK?Reach out to me directly here on LinkedIn, email me at tim@tpafinancial.com, or call me directly at (541) 728-7659.https://outlook.office365.com/owa/calendar/TPAFinancial@foundersfinancial.onmicrosoft.com/bookings/Registered Investment Advisor of and Securities offered through Founders Financial Securities LLC Member FINRA, SIPC and Registered Investment Advisor
Tpa Financial
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Trusted Principal AdvisorTpa Financial Jul 2015 - PresentAs an Accredited Investment Fiduciary, AIF® we always put the best interest of our clients before anything else. We start by defining your “Matters of Importance” then we use our “Standard of Care” process and design a plan utilizing our “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.
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Investment Advisor Representative & Registered RepresentativeFounders Financial, Inc. Jul 2015 - PresentTowson, Maryland, UsTo positively impact the lives and professions of those we serve, always building a community of spirit and purpose as we grow our collective Human Quotient. -
Investment Advisor Representative & Registered RepresentativeTransamerica Financial Advisors, Inc. Jan 2012 - Jun 2015St. Petersburg, Fl, UsAs a "Trusted Financial Advisor" with over 20 years serving business owners and professionals. We offer customized Retirement Plan Review's and solutions for business owners to help them protect their business. Contact me at www.timothylay.com -
Senior Marketing DirectorWorld Financial Group (Wfg) Jan 2000 - Jun 2015Duluth, Ga, Us -
Financial AdvisorInvestment Advisors International Aug 2009 - Dec 2011
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Area Sales ManagerBankers Life Jan 2008 - Dec 2008Chicago, Illinois, Us -
Regional Sales DirectorNationwide Financial Dec 2003 - Sep 2007Columbus, Ohio, Us -
Director Of Operations At Integrated PartnersAllmerica Financial Corporation Jan 2001 - Apr 2003Worcester, Massachusetts, Us -
Legal SpecialistUs Army Jul 1989 - Jun 1997Arlington, Virginia, UsBattalion Commander Legal Advisor, Tax Advisor, Recruiting Command Legal Counsel Advisor, United States Army• 6th Recruiting Brigade (San Francisco, CA)• 6th Engineering Battalion (Fairbanks, AK)• 6th Infantry Division (Fairbanks, AK)• 1/162nd Infantry Battalion (Oregon Army National Guard)
Timothy Lay, Aif®, Cpfa®, Cfei® Skills
Timothy Lay, Aif®, Cpfa®, Cfei® Education Details
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Portland State UniversityCriminal Justice/Law Enforcement Administration -
Kaplan UniversityBusiness Law & Accounting
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Northwest Nazarene UniversityGeneral Studies
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Milwaukie High SchoolHigh School
Frequently Asked Questions about Timothy Lay, Aif®, Cpfa®, Cfei®
What company does Timothy Lay, Aif®, Cpfa®, Cfei® work for?
Timothy Lay, Aif®, Cpfa®, Cfei® works for Tpa Financial
What is Timothy Lay, Aif®, Cpfa®, Cfei®'s role at the current company?
Timothy Lay, Aif®, Cpfa®, Cfei®'s current role is Explore how we’ve reimagined the Qualified Plan and IRA solutions for our clients.
What is Timothy Lay, Aif®, Cpfa®, Cfei®'s email address?
Timothy Lay, Aif®, Cpfa®, Cfei®'s email address is ti****@****ail.com
What schools did Timothy Lay, Aif®, Cpfa®, Cfei® attend?
Timothy Lay, Aif®, Cpfa®, Cfei® attended Portland State University, Kaplan University, Northwest Nazarene University, Milwaukie High School.
What are some of Timothy Lay, Aif®, Cpfa®, Cfei®'s interests?
Timothy Lay, Aif®, Cpfa®, Cfei® has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief.
What skills is Timothy Lay, Aif®, Cpfa®, Cfei® known for?
Timothy Lay, Aif®, Cpfa®, Cfei® has skills like Series 24, Series 7, Series 66, Wealth Management, 401k, Ira's, Financial Planning, Retirement Planning, Asset Management, Investments, Portfolio Management, Financial Advisory.
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