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Our trademarked process optimizes the key areas of financial planning to obtain retirement goals in any market environment. Just like any effective DIET, we want to eliminate inefficiencies so that your accounts can obtain peak performance.

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The Retirement DIET PlanTM

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.

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.

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.

Our Process

Ifasi Financial

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Ifasi Financial

Our team can assist you in developing a Retirement DIET Plan to fit your financial needs.

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9 Investment Pitfalls

With the market’s steady growth and stability in 2019 experts had an optimistic outlook for 2020 until COVID-19. Know the 9 Investment pitfalls before they happen to you.

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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 RetireSharp Wealth Management, LLC.