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What We Are Known For

We remove financial stress so that clients can truly live every DAY with possibility!

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About Us

Our proprietary trademarked Retirement DIET Plan™ process helps clients live the retirement that they’ve envisioned as quickly as possible, without financial stress and deathbed regrets.

Regardless if we ever work together or not, we want to be a leader for you by helping uncover what is truly most important and what is possible to make your dream retirement a reality (inch-wide & mile-deep).

We believe that you deserve to stop working and start living as quickly as possible, with the smallest amount of effort.

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DISTRIBUTION/Income Planning

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INVESTMENT/Growth Planning

E

ESTATE/Legacy Planning

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TAX Planning

RetireSharp

derek ifasi best annuity planner

“Helping clients achieve their dream retirement is what we do. Removing financial stress and deathbed regrets is who we are!”
-Derek Ifasi, CFS, CRPC, APMA

Our Promise


What differentiates us the most is providing extreme confidence that clients can truly live every DAY without financial stress and deathbed regrets.

We typically work with individuals nearing retirement who are super stressed about:

  • Outliving their retirement savings
  • The impact of downward market losses to their accounts
  • Significantly reducing their budget & lifestyle in retirement
  • Not knowing how to stop working and start living the retirement they’ve envisioned as quickly as possible.

What differentiates us the most is providing extreme confidence that clients can truly live every DAY without financial stress and deathbed regrets.

We typically work with individuals nearing retirement who are super stressed about:

  • Outliving their retirement savings
  • The impact of downward market losses to their accounts
  • Significantly reducing their budget & lifestyle in retirement
  • Not knowing how to stop working and start living the retirement they’ve envisioned as quickly as possible.