Tim Dern
- Mana Financial Group
- Illinois
Tim Dern RICP® is a seasoned Financial Advisor a focus on retirement income planning. Tim holds a series 65 securities license as well as other health and life insurance licenses. Aa a fiduciary, he always put the client best interest first to meet investment objectives.
Tim is the managing partner of Mana Financial Group LLC,. Known for Independent Wealth Management and Retirement Serivces. Tim holds special certifications for Medicare and Social Security and shares his expertise with many in local Educational seminars as well as Webinars nationwide.
LICENSES & ACCREDITATIONS
- Retirement Income Certified Professional (RICP®)
- Life, Accident & Health Licensed
- Annuity & Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Specialist
- Annuity Specialist
- Asset Protection
- Tax Free Income Strategies