The Whisler Agency announces a program to help customers move from the accumulation phase to the distribution phase

Morton, Ill. – (Newsfile Corp. – December 24, 2022) – The Whisler Agency, a Morton, Illinois-based financial services company, announced its annuity program, which protects money from market volatility while focusing on asset allocation. The program helps protect clients’ assets while focusing on income distribution to ensure post-retirement cash flow.

In their retirement years, retirees face challenges that can have a serious impact on the assets used for income. The Whisler Agency helps retirees identify and mitigate challenges such as market volatility, the impact of yield risk, tax payouts, and survivability.

“We’re sharing the playbook to help people know and understand what it takes to earn an income in retirement,” said Founder and President Tim Whisler. “I want retirees and early retirees to understand the importance of having a plan by providing them with the education to help them make the best retirement decisions.”

Tim Whisler, CRPC®, CLTC®, Certified Financial Trustee®

The Whisler Agency shares its experience and resources to guide clients on how to make the financial transition from the accumulation phase of wealth building to the distribution phase of generating income needed for retirement.

“Retirement is no longer about building wealth,” adds Whisler. “The pension transition is about distributing what has been collected, also known as income security. We make sure our clients have a game plan to fund their ideal retirement.”

To learn more or schedule an introductory meeting, visit

About the Whisler Agency

Founded in 2004, The Whisler Agency is a financial planning firm led by President and Founder Tim Whisler. The company operates according to four corporate values: People Matter, Integrity Matters, Communication Matters and Service Matters.

Investment advisory and financial planning services provided by Simplicity Wealth, LLC, an SEC-registered investment adviser. Counseling services are provided by Simplicity Solutions, LLC, an SEC-registered investment adviser. Insurance, Consulting and Educational Services provided by The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.

Media contact:
Tim Whisler, CRPC®, CLTC®, Certified Financial Trustee®

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