Tim Whisler is the president and founder of The Whisler Agency, an independent and comprehensive financial services firm.
The mission statement is “to provide retirees and soon-to-be retirees with a greater sense of confidence about their retirement plan.
”Tim holds the Chartered Retirement Planning Counselor SM designation and the Certified in Long-Term Care designation. These advanced studies provide him the additional knowledge to help effectively evaluate your financial situation and design a retirement plan tailored for you.
Tim holds the Certified Financial Fiduciary® designation which demonstrates that his recommendations are always to put client’s best interest first. Honoring these codes of conduct holds him at the highest standards of professionalism. Being active with continuous education allows Tim to share content and resources in an effort to provide additional benefits to his clients.
A dynamic speaker and respected professional, Tim has delivered presentations on myriad financial planning topics including Social Security maximization, retirement income creation and Medicare planning.
He has been published locally in The Marketeer, nationally on Fox Business, and he co-authored the book Protecting Your Assets from Long-Term Care. He can be heard on local radio stations such as AM1470 WMBD and on his podcast “Whisler While You Retire.”
On a personal note, Tim and his wife Ronda are lifelong Central Illinois residents. They make their home in Morton along with their two sons. In addition to being a wonderful wife and mother, Ronda serves the community as a registered nurse.
LICENSES & ACCREDITATIONS
- Certified Financial Fiduciary
- Financial Representative
AREAS OF EXPERTISE
- Retirement Planning
- Estate Planning
- Asset Management
- Risk Management