Derek Ifasi, CFS, CRPC, APMA 5331 Primrose Lake Circle, Tampa, FL 33647
About the Business
Derek Ifasi, CFS, CRPC, APMA is a finance institution located at 5331 Primrose Lake Circle, Tampa, Florida, United States. We specialize in helping clients achieve their dream retirement without financial stress and deathbed regrets. Our trademarked Retirement DIET Plan™ process is designed to remove financial stress so that clients can truly live every day with possibility. We offer a ton of value during our connection calls, regardless if we end up working together or not. Our team is committed to guiding you through every step so that you can achieve your dream retirement with the smallest amount of effort. Schedule a connection call today to learn more about our process and how we can assist you in developing a Retirement DIET Plan tailored to your financial needs. Please note that we do not provide legal or tax advice, and it is recommended to consult with a qualified professional before implementing any strategy. Annuity guarantees rely on the financial strength of the issuing insurer, and fixed insurance products are not offered by RetireSharp Wealth Management, LLC.
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Location & Phone number
5331 Primrose Lake Cir, Tampa, FL 33647, United States
Reviews
"As I approached retirement, my search for a financial advisor found me Derek Ifasi! Dereks insight, professionalism, and expertise have far exceeded my highest expectations! Derek has gone above and beyond showing me investment strategies and helping manage my hard earned savings and is always a call away when the going gets tough! I highly recommend Derek Ifasi if you are planning for your future...."
"Derek is very good, he is prompt, and available whenever I need him. He took his time with me and explained strategies for months. Excellent person and company."
"I felt very comfortable from the first conversation with Derek. He took his time and educated me, explaining the pros and cons of different strategies and products. He never rushed me and answered questions with precision. I cannot say enough good things about him."
"I had a great experience working with Derek. He is very easy to speak to, never makes me feel rushed, and always available when I need him."
"Amazing customer service and education from Derek. He goes above and beyond any time that I have questions about my plan. He has helped out myself and family for over 6 years and we cannot be happier!"
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