Schaumburg, IL
Tim J Dern
Hi, I’m Tim. I’m a wealth advisor based in Schaumburg, Illinois and part of Mana Financial, where we help people approaching retirement organize the many moving pieces that come with this stage of life.
My work focuses on retirement planning, income planning, Social Security, Medicare, investment management, alternative investing, and wealth transfer. I use an educational approach to help clients understand their options and build a retirement income plan designed around their goals, lifestyle, and needs.
I help clients simplify the retirement transition so they can better understand their income, Social Security, Medicare, and investment options.
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
UNDERSTAND YOUR INCOME STREAMS
Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
DIVERSIFICATION AND INNOVATION IN PORTFOLIOS
Alternatives Investing
We actively research alternative investment opportunities and monitor your portfolio investment holdings, bringing together actionable insights and forward-thinking risk assessments.
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Get to know
Tim
Tim Dern is a wealth advisor with 10 years of experience helping clients navigate retirement planning, income planning, Social Security, Medicare, wealth management, and wealth transfer.
Before becoming a financial advisor, Tim graduated from Indiana University and began his career as a high school teacher. He later owned several businesses and served as Chief Marketing Officer for a $700 million international company. That background helps him relate to entrepreneurs, corporate professionals, and working families as they prepare for retirement.
Tim has been married to his wife, Helen, for more than 40 years. Together, they have three children, Bryan, Natalie, and Kyle, along with eight grandchildren. Family is an important part of Tim’s life and shapes the care he brings to client relationships.
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How did you become a financial advisor?
Finance and investing once felt confusing to me, and I wanted to understand them for myself. A friend introduced me to the industry, and as I learned more, I realized I wanted to help others make sense of these topics too.
What types of clients do you work with?
I mostly work with people who are within four or five years of retirement or already retired.
What areas of expertise do you have?
I focus on Social Security, Medicare, retirement income, wealth management, and wealth transfer.
What kinds of strategies do you help clients with?
I help clients with the decisions that come with moving into retirement, including Social Security, Medicare options, retirement account rollovers, wealth management, and building a retirement income plan.
What is your favorite part of working with clients?
I truly enjoy helping people. Retirement can feel complicated, and I like helping clients simplify those decisions so they feel more informed and organized.
What is it like partnering with Savvy?
I’m looking forward to the support Savvy provides, especially tools and resources that help me spend more time working directly with clients.
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Tim
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