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Timothy R. Whisler, CF2

Timothy R. Whisler

Timothy R. Whisler

Certified Financial Fiduciary®

Accepts Remote Clients

Peoria, IL
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200232

About Timothy R. Whisler

Tim Whisler, CRPC®, CLTC®, CAA℠
Certified Financial Fiduciary®
Retirement Planner

 
 
Tim Whisler is the president and founder of The Whisler Agency, an independent and comprehensive retirement planning firm founded in March 2004.
His mission is “to provide retirees and soon-to-be- retirees with a greater sense of confidence about their retirement plan.”
In addition to the Certified Financial Fiduciary, Tim also holds the following designations:
CRPC®: Chartered Retirement Planning Counselor
CLTC®: Certification for Long-Term Care
CAA℠: Certified Annuity Advisor
He is a member of the Elite IRA Advisor Group with Ed Slott & Company, LLC. Membership in this group requires the completion of requisite training, attending semiannual workshops, and passing mandatory exams. As an Elite IRA Advisor, Tim helps clients create tax-efficient withdrawal strategies for their retirement income.
He is a published author with his first book, License to Spend.
His weekly TV show "Income is the Outcome" airs across several channels in Central Illinois. All episodes are accessible on www.thewhisleragency.com.
He has been cited nationally on Fox Business, Bloomberg, Yahoo Finance, NBC, and ABC, among others.
On a personal note, Tim and his wife Ronda are lifelong Central Illinois residents. They have two sons and a Boston Terrier.

tim@thewhisleragency.com
(309) 291-0491
www.thewhisleragency.com

Areas of Specialization

Retirement Planning Tax Planning Estate Planning Investing Social Security Financial Planning General Financial Guidance
Disclosure:
Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

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