Tim Dern, Certified Social Security Planner
Tim Dern
Independent Advisor Representative, Mana Financial Group, LLC
Professional Profile
I am a graduate of Indiana University. I am a seasoned advisor who enjoys helping people. As the the senior advisor and managing partner of Mana Financial Group LLC; I help our team grow by building solid a foundation of systems to support our clients.
As a holder of the NSSA® designation in Social Security planning, Tim Dern brings specialized knowledge of Social Security planning to every client relationship.
Mana Financial Group LLC offers Wealth Management and Retirement Services. My focus is on retirement. We offer custom strategies to help each client achieve desired goals. We are a family business with several office locations in the Chicago area. Also licensed in 37 states, helping people all over the country. I love what I do and truly cherish our clients.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.