The Whisler Agency

Financial Services, 320 S Main St, Peoria, Illinois, 61550, United States, 1-10 Employees

Who is THE WHISLER AGENCY

The transition into retirement is one of the most exciting decisions of your life. But successfully navigating your new world in retirement requires planning, education, and experienced a...

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Headquarters: 320 S Main St, Peoria, Illinois, 61550, United States
Date Founded: 2004
Employees: 1-10
Revenue: $1 Million to $5 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 6411 | NAICS Code: 524210 | Show More

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The Whisler Agency Org Chart and Mapping

Employees

Patricia Baldridge

Office Manager

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Frequently Asked Questions Regarding The Whisler Agency

Answer: The Whisler Agency's headquarters are located at 320 S Main St, Peoria, Illinois, 61550, United States

Answer: The transition into retirement is one of the most exciting decisions of your life. But successfully navigating your new world in retirement requires planning, education, and experienced advice. Thats where we can help. We help you navigate the Distribution Phase of Life (Retirement). We help you identify and address the five major risks in retirement. We help you avoid taking unnecessary risks in retirement. We help by providing education and information so that you can make informed and educated decisions for your retirement plan. Give us a call and lets have a Get Acquainted conversation today. Listen to Tims podcast Whisler While You Retire to hear him help you create a greater sense of confidence about your retirement plan. Clicking the "Like" button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the "Like" button is merely a mechanism to circulate our LinkedIn page. "Like" is not meant in the traditional sense. In addition, postings to our LinkedIn page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal. Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Subadvisory services are offered through Simplicity Solutions, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions. Pursuant to IRS Circular 230, strategies discussed intended to provide specific legal or tax advice and cannot be used to avoid penalties or to promote, market, or recommend any tax plan or arrangement. You are encouraged to consult your personal tax advisor or attorney.