Fiduciary retirement planning in Chicagoland — working to protect what you've built and plan for what's ahead.
A family-owned fiduciary firm helping you retire with clarity, confidence, and peace of mind.
At Mana Financial, we believe retirement should feel like freedom — not uncertainty. Our family helps yours work to protect what you've worked hard to build, so you can approach the years ahead with confidence.
Feeling unsure about your retirement future? You're not alone.
After decades of hard work and consistent saving, it's normal to feel anxious about what comes next. Many people wonder:
"Will my money last?"
"How do I protect it from market risk?"
"Am I truly ready to retire?"
At Mana Financial, we understand how overwhelming these questions can be. That's why our approach starts with listening — so you can finally feel heard, understood, and confident in the plan ahead.
A family legacy built on trust, education, and personal care.
For over two decades, Mana Financial has guided thousands of individuals and their families through retirement planning. Founded by Tim Dern, RICP, and now joined by his sons, our firm was built on the belief that relationships matter more than transactions. From personalized income strategies to risk management and estate planning, every recommendation we make is designed with one goal in mind: your peace of mind.
Years of combined experience
Families served
TV, radio & community workshop appearances
The advisors and family behind Mana Financial
Get to know the advisors and team members guiding Mana Financial families.
Tim Dern
Bryan Dern
Kyle Dern
Natalie Georgopulos
Scott Bradley
Juan J. Martinez
Tori Paha
Paul Georgopulos
Retirement Planning Services in Greater Chicagoland
Retirement isn't just about numbers — it's about living with confidence and purpose. Our team provides holistic guidance across every key area of your financial life.
Retirement Income Planning
Turn your savings into predictable, long-lasting retirement income.
Asset Protection & Risk Management
Seek to guard your portfolio and retirement savings against unnecessary risk.
Tax & Estate Planning
Work to keep more of what you've earned and protect your legacy for the next generation.
Social Security & Medicare Planning
Seek to maximize your Social Security benefits and navigate Medicare with clarity.
Investment Management
Align your investments with your retirement goals and values.
A simple, no-pressure approach to financial peace.
We believe clarity builds confidence. That's why our process is straightforward and stress-free.
Meet
Sit down with a fiduciary advisor and share your goals, fears, and dreams.
Plan
Together, we'll design a clear, customized strategy tailored to your retirement vision.
Peace
Enjoy your retirement years knowing you have a plan designed to protect what matters most.
What our clients are saying
I finally feel like someone explained things to me in plain English.
They treated us like family from day one — never rushed, always caring.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisors. However advisors may have an indirect financial incentive to provide testimonials.
Empowering retirees through education.
For more than 20 years, Mana Financial has hosted free retirement workshops across Chicagoland and beyond — helping families understand their options, avoid common mistakes, and retire confidently. Whether in-person or online, our mission remains the same: to educate, serve, and guide with integrity.
Retire with confidence. Live with peace.
Your retirement years should be filled with clarity, comfort, and confidence — not worry or confusion. Let our family help protect what you've built and guide you toward a peaceful financial future.
Visit us at our Schaumburg, Orland Park, or Naperville offices.