Plan for Your Financial Future,Starting Today

Helping you meet your financial needs is our FIRST priority.

Start Your Retirement DIET Plan™

Step 1

25-Minute Phone Consultation

Schedule a call with Derek or a member of his team to gain clarity on your current retirement situation and strategies on how to accomplish your most important goals.

Step 2

Retirement DIET Plan™

Using The Retirement Diet Plan™ we create a system to accomplish your goals in any market environment; upmarket, down-market, sideways-market.

Step 3

Retirement DIET Plan™ Implementation

You now have a Retirement DIET Plan™ custom to you. These steps will guide you to a successful retirement. It is important that you have a sequential plan, not just a portfolio.

Schedule a meeting to speak with us and see how The Retirement DIET Plan™ can put you on the path towards retirement success.

The Retirement DIET Plan™ will go over the financial categories below

About Us

We are an independent boutique financial firm that has a proprietary trademarked process known as The Retirement DIET Plan™.

The Retirement DIET Plan™ optimizes the key areas of financial planning to accomplish your goals in any market environment; upmarket, down-market, and sideways-market.

Rather than just setting up a portfolio, we have a system to cover your:

D– DISTRIBUTION/Income Planning
I– INVESTMENT/Growth Planning
E– ESTATE/Legacy Planning
T– TAX Planning

Call us at 1-800-566-1002 or set up a phone/virtual appointment by clicking on our online calendar.

Derek Ifasi

CFS, CRPC, APMA

Contact Us

Schedule an Appointment

The Retirement DIET Plan™ will go over the financial categories below