LEADING WITH INTEGRITY.

PUTTING PEOPLE FIRST.

At The Whisler Agency, we understand hard work, determination, and grit. We live those values ourselves. The lifetime you have worked, the sacrifices you have made, and the unique retirement challenges that you encounter should be treated with respect. As independent financial advisors, we build custom financial plans that work as hard as you did during your career.

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Whisler While

You Retire

PODCAST

with

Tim Whisler

CRPC®, CLTC®

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TAKING THE HIGH ROAD DRIVES 

OUR INDEPENDENCE.

Tim Whisler started his professional journey with a degree in economics. Still, his story in finance began much earlier in life, seeing the hardships his family went through from poor money managers. His father, a dedicated, hard-working man, trusted a broker to handle a lump sum of money that he received but was left high and dry when they took advantage of his lack of knowledge in finances, losing him a significant amount of money in broker fees. Later in life, a trusted professional also took advantage of Tim in the home-buying process, leading to years of distress. Tim realized that the transactional nature of the broker space was fundamentally flawed, and clients were being grossly underserved by professionals.
With an Economics degree, a background in marketing, and an entrepreneurial spirit, Tim embarked on a new journey of launching his practice, The Whisler Agency. Leading his team with integrity, Tim has made it his goal to provide honest, transparent guidance to his clients. He understands the importance of preserving your hard-earned assets and wants to help you grow those assets for the future. A hardline independent, Tim has taken the financial hardships he and his family have encountered and transformed them into tools and knowledge he uses to help his clients and his community.

Raising two sons with his wife, Ronda, Tim is dedicated to passing along his integrity and strong work ethic, leaving a legacy his parents would be proud of. His optimistic perseverance has led to his holistic, independent practice, and Tim is committed to putting people first and business second. At The Whisler Agency, we wholeheartedly believe that honest, reliable professionals are essential in the pursuit of business excellence.

TIM WHISLER, CRPC®, CLTC®
Certified Financial Fiduciary®
Certified Financial Fiduciary®
TIM WHISLER, CRPC®, CLTC®
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HARDLINE INDEPENDENT.

FIERCELY ALTRUISTIC.

At The Whisler Agency, we aim to make your retirement years carefree. As independent financial advisors, our only agenda is your agenda. We have access to numerous vetted financial instruments and the freedom to utilize wealth management philosophies customized to meet your lifestyle’s needs. At The Whisler Agency, we strive to provide honest, transparent guidance so that you have the keys to making informed financial decisions with confidence.

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OUR PERSEVERANCE FUELS

YOUR SECURITY

As a holistic practice, we focus on helping individuals develop sound retirement strategies. If you are retired or approaching retirement, we are here to help you gain financial independence. Our team of professionals strive to educate our clients about financial concepts and products through personalized, relevant services. We take the mystery out of retirement planning, insurance, Medicare, tax management, and wealth preservation.

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EVENTS

UPCOMING EVENTS

Play Video
Tuesday, May 14th
The Baby Boomer Dilemma Showing in Peoria, IL
5:30 – 7:30 PM
This film features the nation’s top economic minds in this space including Robert C. Merton, Ph.D. (MIT & Nobel Prize winner 1997), William F. Sharpe, Ph.D. (Stanford & Nobel Prize winner 1990), Olivia S. Mitchell, Ph.D. (Wharton & Executive Director of the Pension Research Council), Bridget C. Madrian, Ph.D. (Dean, Marriott School of Management at BYU & former Professor at Harvard & Chicago), David F. Babbel, Ph.D. (Wharton & former Professor at Berkley & a division founder at Goldman Sachs), Moshe A. Milevsky, Ph.D. (York University, Toronto).
Willow Knolls Theater
4100 W Willow Knolls Dr
Peoria
,
IL
61615
CLICK HERE TO REGISTER
May 14, 2024
https://www.eventbrite.com/e/the-baby-boomer-dilemma-showing-in-peoria-il-tickets-888647968997?aff=oddtdtcreator
Thursday, May 16th
The Baby Boomer Dilemma Showing in Peoria, IL
5:30 – 7:30 PM
This film features the nation’s top economic minds in this space including Robert C. Merton, Ph.D. (MIT & Nobel Prize winner 1997), William F. Sharpe, Ph.D. (Stanford & Nobel Prize winner 1990), Olivia S. Mitchell, Ph.D. (Wharton & Executive Director of the Pension Research Council), Bridget C. Madrian, Ph.D. (Dean, Marriott School of Management at BYU & former Professor at Harvard & Chicago), David F. Babbel, Ph.D. (Wharton & former Professor at Berkley & a division founder at Goldman Sachs), Moshe A. Milevsky, Ph.D. (York University, Toronto).
Willow Knolls Theater
4100 W Willow Knolls Dr
Peoria
,
IL
61615
CLICK HERE TO REGISTER
May 16, 2024
https://www.eventbrite.com/e/the-baby-boomer-dilemma-showing-in-peoria-il-tickets-888649764367?aff=oddtdtcreator
Tuesday, May 21st
The Baby Boomer Dilemma Showing in Peoria, IL
5:30 – 7:30 PM
This film features the nation’s top economic minds in this space including Robert C. Merton, Ph.D. (MIT & Nobel Prize winner 1997), William F. Sharpe, Ph.D. (Stanford & Nobel Prize winner 1990), Olivia S. Mitchell, Ph.D. (Wharton & Executive Director of the Pension Research Council), Bridget C. Madrian, Ph.D. (Dean, Marriott School of Management at BYU & former Professor at Harvard & Chicago), David F. Babbel, Ph.D. (Wharton & former Professor at Berkley & a division founder at Goldman Sachs), Moshe A. Milevsky, Ph.D. (York University, Toronto).
Willow Knolls Theater
4100 W Willow Knolls Dr
Peoria
,
IL
61615
CLICK HERE TO REGISTER
May 21, 2024
https://www.eventbrite.com/e/the-baby-boomer-dilemma-showing-in-peoria-il-tickets-888649844607?aff=oddtdtcreator
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(309) 291-0491
3100 N. Dries Lane, Ste 101, Peoria, IL 61604

LET US HELP MAKE YOUR 

MONEY WORK FOR YOU

Call today to schedule a complimentary written financial plan.

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
The Whisler Agency does not offer every Medicare Advantage plan available in Central Illinois. Currently, we represent two organizations that offer ten Medicare Advantage plans in Central Illinois. Please contact Medicare.gov, 1–800–MEDICARE, or your local State Health Insurance Program to get information on all your options.
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