We Are Home Base For Your Financial Planning and Health Insurance 

We specialize in comprehensive and tactical Financial Planning, Medicare and Social Security planning, and Health Insurance. 

Medicare & Health Insurance

Confused about your options? We will help you find the perfect plan. 

Financial Planning

Low risk, low-volatility investing.

Social Security Planning

Did you know there are over 537 ways to claim your social security benefit? We navigate with you. 

Schedule with Tim to talk about your Financial Planning needs and Phyllis to talk about Medicare and Health Insurance. Schedule Here

Tim and Phyllis On Video With Their Expertise: 

Tim Peterson of TWP Financial discusses the simple investing strategy he uses with his clients to minimize risk. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice.
TWP Financial's Phyllis Hyde discusses the current trend toward clients requesting long term care insurance.

Interested in working together on your financial wellness?

We'd love to help get you organized and protected.  

Office Phone: (424) 288-4254

Email: tim@twpfinancial.com, phyllis@twpfinancial.com

TWP Financial

8665 Wilshire Blvd., Suite #206
Beverly Hills, CA 90211