ABOUT

Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Tim Whisler From The Whisler Agency

Tim Whisler, CRPC®

tim@thewhisleragency.com

Tim is the President and Founder of The Whisler Agency, a comprehensive retirement planning and wealth management firm.  The mission statement is “to provide retirees and soon-to-be-retirees with a greater sense of confidence about their retirement plan.”  As an independent advisor and fiduciary, Tim is committed to creating solutions for the needs of clients in their best interests.  He is passionate about his clients and building their education, and he understands that without his clients, the agency does not exist.

Tim grew up in Bloomington/Normal and graduated from Illinois State University with a Bachelor of Science degree in Economics.  He holds the Chartered Retirement Planning Counselor SM designation, which means that he has the experience and knowledge for effectively evaluating your financial situation and designing the optimal retirement plan for your lifestyle.  He can also confidently assess a client’s long-term plan and make appropriate recommendations.

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.  Since 2006, he has helped Medicare beneficiaries with information and education on Medicare Supplement and Medicare Advantage plans.  He has been heard on AM1470 WMBD and has been published locally in The Marketeer as well as nationally on Fox Business.

Tim and his wife Ronda reside in Morton with their two sons.  In addition to being a wonderful wife and mother, Ronda serves the community as a Registered Nurse.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.

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