Retirement Income Strategies

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Will I have enough?

Life expectancy in the United States is at an all-time high.1 While that’s great news, one drawback to a longer life is the greater possibility of outliving your savings. In fact, in one study, 43 percent of Americans surveyed said their No. 1 fear in retirement was the possibility of outliving their savings.2
Figuring out the best way to make your savings stretch over the next 25 to 30 years can not only be confusing, it can also be overwhelming.

But it doesn’t have to be that way.

Insurance products like annuities can provide a steady and reliable income stream for the rest of your life, while investment products create opportunities for long-term growth. We can help you incorporate both in a financial strategy designed to put you on the path to the retirement lifestyle you want.

1 Honor Whiteman. Medical News Today. Oct. 8, 2014. “CDC: Life Expectancy in the US Reaches Record High.” Accessed March 23, 2015.

2 Catey Hill. MarketWatch. July 18, 2016. “Older People Fear This More Than Death.”

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.

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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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.