Skip Navigation
MassMutual financial professional.

Tim Whitneyemail

  • Professional Story

    Financial Planning

    Partnering with our firm’s Certified Financial Planner (CFP®) Professional, we use state-of-the-art financial planning software to customize a presentation for you. We review:

    * Arizona State Retirement System (ASRS) Pensions

    * Social Security

    * Income and asset analysis

    * Risk Management – Life and Disability Income Insurance, Long Term Care and Annuities

    * Estate Planning

    Wealth Management Strategies

    Fee based Professional and Institutional active Management platforms

    Group and Individual Retirement Savings Plans

    Serving as the local MassMutual and MML Investors Services, LLC agent Healthcare 403(b), 457(b) plans and Higher Education Funding.

    * IRA’s – Rollover, Traditional, Roth, SEP and Simple

    * College Savings – 529’s

    Qualifications

    • Over 28 years in the Financial Industry. The last 15 years in the Education & Healthcare Non-Profit sector
    • Industry designations:

    * RICP® – Retirement Income Certified Professional

    * CLTC® – Certified Long Term Care specialist

     

    • 11 time Platinum and Leaders MetLife Conference Qualifier
    • Securities Licenses: Series 7,6 and 63. Licensed to offer Life & Health in Arizona

     

    Personal

    • Arizona resident since 1997, married with (2) teenage boys
    • Active with FAAN – Food Allergy & Anaphylaxis Network
    • N.T.S.A. – National Tax Deferred Savings Association
    • Volunteer with Boy Scouts of America – serving as Scoutmaster of Troop 818 in Scottsdale

     

     

  • Languages:
    • English

  • Credentials:
    • CLTC®
    • RICP®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies


Check the background of this investment professional on FINRA's BrokerCheck

See Tim’s Licenses and Disclosures

Connect with Tim

*Fields are required

First Name is Required
Last Name is Required
Email is Required
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.