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
Listed skills include Series 24, Series 7, Series 66, Wealth Management, and 46 others.
