Tim Dern graduated from Indiana University and started as a high school teacher. Tim has been married to his wife Helen for 38 years. Tim has owned several businesses over the years. Tim held a corporate executive position as the Chief Marketing Officer for a 700 hundred million dollar international company prior to becoming a financial advisor. So he can relate to both the self employed entrepreneur and the corporate person. Tim has a true passion for helping people.
Tim is registered with the State of Illinois and with Wealth Watch Advisors, LLC, out of Denver, Tim holds a series 65 – securities license. Tim is also a licensed Insurance Broker. He has completed the NSSA certification and training (National Social Security Advisor).
He regularly holds social security seminars within the local community. Tim is also a CFEd, Certified Financial Educator for the Heartland Institute of Financial Education, and teaches classes at Harper College.
Tim’s outlook on advising with the personal touch has made him a much sought after Fiduciary Advisor. Tim has said, “As a Fiduciary Advisor, it is always about what is in your best interest to help you achieve your financial goals. Simply put – “your best interest – not mine.”
“Most of our clients are either already retired or close to retirement. So we are very familiar with the rules and regulations that occur during this phase of your life. Being independent allows us to use a full gamut of resources while still utilizing that personal hands-on touch.”
Tim’s Services Include:
- Private Wealth Management
- Fee Based Advisor Service
- Stock, Bonds, Real Estate, Gold, Silver, Structured Notes
- 401k, 403a, 403b, 457, TSP … Roll Over Specialist
- IRA & Roth IRA
- Roth Conversions
- Independent Insurance Broker
- Annuities, Life Insurance
- Asset Base Long Term Care
- Social Security Education – Planning
- Medicare Supplements, Advantage & Drug Plans
- Federal Employee Advocate
- Experienced with CSRS, FERS, and TSP
- College Funding Solutions
- Educational Seminars and Webinars
To Contact Tim Dern:
Email: tim@manafg.com
Phone: 630-788-1574
Website: http://www.manafg.com
Mana Financial Group, LLC
1900 E Golf Rd
Suite 950
Schaumburg, IL 60173
