CALL US: (888) 440-2468

CALL US: (888) 440-2468

have an annuity question?
have an annuity question?
MEET YOUR LICENSED ANNUITY SPECIALIST

Derek Ifasi

contact me directly
Derek Ifasi

MEET YOUR LICENSED ANNUITY SPECIALIST

Derek Ifasi

Derek Ifasi
contact me directly

Learn More About Me

My name is Derek Ifasi. I specialize in helping my clients financially prepare for retirement with the proper use of annuities. I help clients all over the country generate more retirement income while securely protecting their money during these turbulent times.

Despite the current volatility in the market and the low-interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to convert your savings into a long-term sustainable income, while protecting your money. It’s my goal that you can spend with confidence when you retire.

Originally from Long Island, NY, I graduated with my Bachelor’s Degree from the University of South Florida.

I have specialized in retirement strategies for over 17 years and built a nationally recognized brand RetireSharp through my social media presence while being featured locally on WFLA News Radio and nationally on ABC, NBC, Fox News, CBS News, Amazon.com, YouTube, and dozens of other websites.

In addition to holding multiple licenses in various states, I have earned Certified Long Term Care (CLTC), Certified Fund Specialist (CFS), Charted Retirement Planning Counselor (CRPC), and Accredited Portfolio Management Advisor (APMA) professional designations.

From the thousands of interactions with clients, we find it most crucial to educate individuals towards a successful retirement.

I have trademarked a process known as The Retirement DIET Plan™ which optimizes the key areas of financial planning to obtain goals in different market environments (up-market, down-market, and sideways-market). Just like any effective DIET, it eliminates inefficiencies so that your strategies can achieve peak performance.

Through our advanced technology systems, we educate at the pace most convenient for our clients.  Whether it be through phone or virtual face-to-face meetings, I can show you firsthand how various income strategies may work for you and your goals.

Annuities can be used as effective tools to help accomplish a retirement need. It is crucial to understand the pros and cons in order to leverage these tools for max efficiency.

Feel free to reach out to me when you are looking for your retirement planning guidance and annuity recommendations. I will be glad to help you reach your retirement goals.

Sincerely,
Derek Ifasi, CFS, CRPC, APMA

download our retirement guide
download our retirement guide
Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Youtube
Consent to display content from Youtube
Vimeo
Consent to display content from Vimeo
Google Maps
Consent to display content from Google
Spotify
Consent to display content from Spotify
Sound Cloud
Consent to display content from Sound