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About this Representative

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Financial Strategies
Listening to my client’s needs and providing sound guidance, I help my clients achieve their financial goals, while striving to
take the worry out of retirement. We can assist in the review of:
* Arizona State Retirement System (ASRS) Pensions
* Social Security Strategies
* Income and asset analysis
* Risk Management – Life and Disability Income Insurance, Long Term Care and Annuities
* Estate Planning
Wealth Management Services
Simplifying the complex investment process, we help design an investment program that fits your needs and
individual objectives. Access to actively managed portfolios.
Worksite Benefits and Retirement Savings Plans
As an agent with Broker/Dealer MML Investors Services LLC, I service the local Education, Healthcare, Non-Profit and
Business markets.
* 401(k)’s,403(b)’s and 457(b)’s
* IRA’s - Rollover, Traditional, Roth, SEP and Simple
* College savings - 529’s
* Employee Benefit Packages
• Over 30 years in the Financial Industry. The last 17 years in the Education & Healthcare Non-Profit sector
• Industry designations earned:
* RICP® – Retirement Income Certified Professional
* CLTC® – Certified Long-Term Care specialist
• While at MetLife, 11-time Platinum and Leaders MetLife Conference Qualifier most recently in 2016
• Securities Licenses: Series 7,6 and 63. Licensed to offer Life & Health in Arizona
• Arizona resident since 1997, married with (2) adult sons
• Active with FAAN – Food Allergy & Anaphylaxis Network
• Volunteer with Boy Scouts of America – serving as Scoutmaster of Troop 818 in Scottsdale

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Dysart Unified School District #89,Higley Unified School District #60,Agua Fria Union High School District #216,Cave Creek Unified School District #93,Chandler Unified School District #80,Creighton Elementary School District #14,Deer Valley Unified School District #97,Paradise Valley Unified School District #69,Peoria Unified School District #11,Scottsdale Unified School District #48,Gilbert Unified School District #41
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    Contact this Representative

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    Tim Whitney is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC ( ). 4900 N. Scottsdale Rd. Ste. 4000, Scottsdale, AZ 85251 480-638-2100. Please do not leave any securities trade requests via email as orders cannot be honored nor executed in this manner. I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC. or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates.