About TWP Financial & Insurance Services

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About us

Helping You Protect What Matters Most

At TWP Financial & Insurance Services, we believe financial security and quality healthcare should never be out of reach. That’s why we’ve dedicated ourselves to helping seniors find the optimum Medicare plans, annuities, and retirement income strategies.


We provide personalized, knowledgeable guidance to help you navigate your options with confidence.

A Mission Rooted in Service

When Tim Peterson founded TWP in 2007, he wasn’t just building a business—he was continuing a lifetime commitment to helping others. Coming from a background in nonprofit work, Tim carried his service-first mindset into the financial and insurance industry, making education, integrity, and client-first service the foundation of TWP.


Growing the business one conversation at a time, Tim built lasting relationships by meeting with individuals and business owners across Los Angeles, West Hollywood, Beverly Hills, and Santa Monica. The company flourished, and in 2009, Phyllis Hyde joined TWP, bringing her holistic, client-focused approach to the business.


Since then, TWP has helped thousands of clients find financial and Medicare insurance solutions that provide real security—because it’s not just about policies, it’s about people.

We Believe in Looking After Your Interests

Personalized Service

We take the time to listen, understand your unique needs, and offer solutions that make sense for your life.

Education Over Sales

We believe an informed decision is the best decision, which is why we explain your options clearly—without pressure or confusion.

Trusted Partnerships

We only work with top-rated insurance carriers and financial institutions that have a proven track record of honoring their commitments.

We’re not a 1-800 hotline. We’re real people who truly care about your future, and we’ll be here for you—today, tomorrow, and years down the road.


Meet the TWP Team


Our Approach to Financial & Insurance Planning

We Help You Create a Plan That Works for Your Life

Whether you’re choosing a Medicare plan, protecting your family with life insurance, or building a retirement income strategy, financial security should feel empowering—not overwhelming.

We help you make sense of your options so you can:


✔ Feel confident about your healthcare and financial future

✔ Ensure your family is financially protected, no matter what happens

✔ Create a well-balanced retirement plan with both safety and growth


We believe in smart, holistic planning that balances risk and security, whether through Medicare coverage, tax-efficient annuities, or long-term care solutions. Our goal is to make sure your money works for you—so you can enjoy life with less stress and more peace of mind.


Let’s Create a Plan That Works for You

Our Approach to Financial & Insurance Planning

We Help You Create a Plan That Works for Your Life

Whether you’re choosing a Medicare plan, protecting your heirs with life insurance, or building a retirement income strategy, financial security should feel empowering—not overwhelming.

We help you make sense of your options so you can:


✔ Feel confident about your healthcare and financial future

✔ Ensure your family is financially protected, no matter what happens

✔ Create a well-balanced retirement plan with both safety and growth


We believe in smart, holistic planning that balances risk and security, whether through Medicare coverage, tax-efficient annuities, or long-term care solutions. Our goal is to make sure your money works for you—so you can enjoy life with less stress and more peace of mind.


Let’s Create a Plan That Works for You