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Products and Services

How We Work

Kathy Peake leads her business with compassion, clarity, and a deep commitment to empowering women through life’s transitions. She combines decades of financial expertise with a teacher’s gift for making complex decisions simple and understandable. Her approach is highly personal—every woman is met where she is, heard fully, and guided with care, confidence, and transparency.

Supported by a trusted network of professionals, Kathy ensures her clients have the resources they need to make informed, secure, and life-enhancing decisions. At the heart of her business is one purpose: helping women step into their next chapter with strength, and confidence.

Investments

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

401k Management

529 Educational Savings

Brokerage or Managed Accounts

Variable Annuities

Financial Planning

Retirement Planning

401(k) Planning

403(b) Planning

College Plans

Fee for Services 

Other Services are referred out 
as necessary to meet your needs



Insurance

Disability Income Insurance

Term Life Insurance

Variable Life Insurance 

Long-Term-Care Insurance

Travel Medical Insurance

                                  

The types of Insurance listed below are referred out to one of our vetted partners:

Commercial Insurance

Property and Casualty Insurance 

Health Insurance 

Medicare Planning


For more information about our firm and the services we offer, send us a quick email or click Schedule Appointment Link on the home page to schedule a time to talk.  We would welcome the opportunity to speak with you.

kathy@tpfinancial.net   |  520-704-6221