Tim is the president and founder of The Whisler Agency, an independent and comprehensive financial services firm founded in March 2004.
His 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 CounselorSM designation, the Certified in Long-Term Care designation, and Cerftified Financial Fiduciary. These advanced studies provide him the additional knowledge to help effectively evaluate your financial situation and design a retirement plan tailored for you that is in your best interest. Honoring these codes of conduct holds him at the highest standards of professionalism. Being active with continuous education allows Tim to share relevant content and resources in an effort to provide additional the most up-to-date- information.
He is currently a member of the Elite IRA Advisor Group with Ed Slott & Company. Being a member of this group requires the completion of requisite training, attending semiannual workshops, and passing mandatory exams. Tim is able to share this current, cutting-edge IRA information in service to his clients and client's families.
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.