Our Culture
We are an independent 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
I
INVESTMENT/Growth Planning
E
ESTATE/Legacy Planning
T
TAX Planning
Here at our firm, we have two core philosophies that differentiate us from everyone else:
#1- we are an independent boutique financial firm that only works with a handful of clients every week.
#2- we use our proprietary trademarked Retirement DIET Plan process to help clients accomplish their goals in any market environment; up-market, down-market, or sideways-market.
Rather than creating a basic portfolio, we spend time on each client’s situation to create an optimal plan.
Here at our firm, we have two core philosophies that differentiate us from everyone else:
#1- We are an independent financial firm that only works with a handful of clients every week.
#2- We use our proprietary trademarked Retirement DIET Plan process to help clients accomplish their goals in any market environment; up-market, down-market, or sideways-market.
Rather than creating a basic portfolio, we spend time on each client’s situation to create an optimal plan.
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.