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Financial Services

One stop. Many options.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

That’s where we come in.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

 

1 Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”

2 The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.”

At Ifasi Financial Group, we can offer you the following products and services:

(Click the images below to learn more about each service)

Retirement Income Strategies

Wealth Management

Asset Protection

Annuities

Life Insurance

Investments

Tax-Efficient Strategies

Long-Term Care Strategies

IRA & 401(k) Rollovers

IRA Legacy Planning

Medicare Supplements

Disability Insurance

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

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RetireSharp Wealth Management, LLC is a registered investment adviser in the state of Florida. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Ifasi Financial and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.