Our Firm

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

About Us

Ifasi Financial Group specializes in retirement income strategies using insurance products for individuals in or nearing retirement. We look at your specific situation and help develop customized strategies that will put you on the path toward financial confidence and help you achieve your retirement income goals.

We provide you with informational videos, face-to-face consultations and retirement kits so you can feel confident making your next decision. We cherish every relationship and are honored to bring in new clients every day.

Ifasi Financial Group has office locations throughout the state of Florida and handle client needs on a National Basis. We are proud to be an accredited member of the West Florida Better Business Bureau.

Meet Derek Ifasi

Founder

As the founder of Ifasi Financial Group, Derek Ifasi has both the experience and knowledge to develop and implement insurance strategies that will help position his clients to achieve their retirement income goals. He understands the importance of education and has implemented dozens of simple strategies that help put individuals on the paths to their ideal retirements.

Derek started out in the financial services industry working for his brother at age 19 and has now been in the industry for over a decade. Whether you have come into face-to-face contact with Derek, have watched his internet videos, listened to his radio show, seen him on television or read one of his books, you know how passionate he is about helping others.

Based upon your specific situation and goals, Derek makes sure you feel comfortable every step of the way, utilizing him and his team however you deem fit.

Derek earned his bachelor’s degree from the University of South Florida. He holds multiple insurance licenses in various states throughout the nation. In addition, he earned the Certified Long Term Care (CLTC) professional designation in 2009. He has been featured locally on WFLA News Radio Orlando - AM 540 and FM 104.5, New Tampa Neighborhood News Magazine, and nationally on Amazon.com, YouTube, and dozens of other websites.

Originally from Long Island, New York, Derek currently resides in Tampa, Florida, with his wife, Jenna, and their newborn son, Troy. He enjoys working out at least six days a week.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 800-566-1002 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Have Questions for our firm?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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Privacy Policy | Terms of Use

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Derek Ifasi offers investment advisory services through AE Wealth Management, LLC. 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.