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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.

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^®

TIM WHISLER, CRPC^®, CLTC^®

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.

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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UPCOMING EVENTS

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