Call Now: 1-800-566-1002

Contact Us

Let's Get Started

Let us plan your Retirement DIET Plan™ today.
Schedule a meeting with us.

Schedule a Meeting

3 Easy Steps

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.

Get in Touch

Have a question?
Schedule a complimentary 25-minute consultation.


Toll Free: 1-800-566-1002
Local: 813-600-5285
Fax: 813-864-4487


Tampa, FL 33647
Temple Terrace, FL 33617