Whisler Agency

Our Story

At The Whisler Agency, we understand the value of hard work, determination, and grit. Our team, led by Tim Whisler, CRPC, CLTC, builds custom financial plans that work as hard as you did during your career. We believe that the lifetime you have worked, the sacrifices you have made, and the unique retirement challenges that you encounter should be treated with respect.

Our Philosophy

We take pride in being independent financial advisors, which means 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. Our goal is to provide honest, transparent guidance so that you have the keys to making informed financial decisions with confidence.

Our Expertise

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 strives 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.

Our Services

We offer a wide range of services designed to help you achieve your financial goals. From investment management to tax planning, we provide comprehensive solutions to help you make the most of your hard-earned assets. Our services include:

• Custom financial planning
• Investment management
• Retirement planning
• Insurance planning
• Medicare planning
• Tax management
• Wealth preservation

Our Commitment

At The Whisler Agency, we are committed to putting people first and business second. We believe that honest, reliable professionals are essential in the pursuit of business excellence. Our team is dedicated to providing exceptional service, building long-term relationships, and helping our clients achieve financial independence.