Tim Whisler
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 published author, dynamic speaker, and respected professional, Tim has delivered presentations on myriad financial planning topics including retirement income planning, tax planning strategies, and Social Security maximization. In addition to his book License to Spend, he has been published locally in Experience Health and nationally in Fox Business, Bloomberg, and MarketWatch among others. He can be heard on radio stations AM1470 WMBD, 93.3FM The Drive, and on his podcast “License to Spend.”
On a personal note, Tim and his wife Ronda have two sons and they reside in Morton along with their Boston Terrier, Roxy.