About Us
Helping Protect Your Future
Over 10 years of experience helping clients prepare for the financial unknown. Our dedicated staff has assisted clients during their career to help find solutions to their Financial and Estate Planning concerns.
Ask us about:
- Options for Your Retirement Funds
- 401k, IRA, TSP and Estate Planning Choices
- Providing Alternatives to Market Risk
- Creating an Additional Income for Your Family's Needs
- Tax Free Wealth Transfer Options for Spouse and Beneficiaries
As a company we can shop the market to help find the right product and solution to fit your needs. Helping Create a great return and eliminating risk is our main concern.
Assessing Need
Many financial analysts will tell you some unforeseen risk and a lack of the right kind of investments can spell trouble quickly.
Call us today, and we'll provide and analysis of your Income, Insurance and Financial needs.
Building Relationships
Everyone has different financial needs. Our team of professionals can provide a broad range of services from estate planning and insurance to wealth transfer and financial guidance.
Educational Estate Planning Workshops and Appointments
TPC Financial Group offers true educational seminars and in-home consultations covering Estate Planning, Financial Services, income planning and Wealth Transfer events. TPC has long standing relationships with Attorneys for all legal document referrals.
Our Team
Jeremy Rabalais President / CEO
Jeremy Rabalais has over 22 years' experience in financial planning, recruiting, sales training and sales management. He began his insurance career with General Electric, marketing Long Term Care Insurance. In 2004 he became an independent producer of Long-Term Care, Medicare Supplements, Single Premium Life and Annuities. His distinctions include being Series 65 Investment Adviser Representative, a fully licensed General Lines Agent in over 30 states and the former President / CEO of Puritan Financial Companies.
Stuart Choy - Investment Advisor Representative
Stuart Choy has over 20 years of experience in financial planning and sales management. He began his career in the financial services industry with Wells Fargo. In 2010 he was a District Manager for Puritan Financial Group responsible for their entire Northern California Territory. In 2017 he joined TPC Financial Group as a Senior Investment Advisor. His distinctions include his Series 7 and 66 licenses as well as being a fully licensed insurance agent in the state of California.