Meet Mana Financial
Mana Financial Group is a trusted wealth management and retirement planning firm dedicated to providing personalized financial services. With a strong focus on retirement income strategies, tax efficiency, and long-term security, we simplify complex financial decisions so our clients can enjoy peace of mind and make the most of their hard-earned savings.
Our Approach
Why Choose Us
Retirement-Focused Expertise
Personalized Strategies
Tax-Efficient Approach
Clear & Educational Guidance
Comprehensive Services
Client-First Philosophy
The Story
Our Journey to Helping You Thrive
Mana Financial Group began with a simple mission — to help people navigate retirement with clarity and confidence. What started as Tim Dern’s vision to combine his corporate, entrepreneurial, and teaching experience into truly client-focused financial guidance has grown into a trusted team dedicated to simplifying complex retirement decisions and delivering personalized strategies that work. Today, we continue to serve individuals and families across Illinois with the same passion, integrity, and educational approach that sparked our beginning.
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Want to work with us?
Let’s create a personalized financial plan that puts your goals within reach — starting today.
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