Our trademarked process optimizes the key areas of financial planning to obtain retirement goals in any market environment. Just like any effective DIET, we want to eliminate inefficiencies so that your accounts can obtain peak performance.
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In Business Since 2016
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Sentiment Analysis
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!
Excellent advisor and company!
He has helped out myself and family for over 6 years and we cannot be happier!
He is very easy to speak to, never makes me feel rushed, and always available when I need him.
Derrick was very patient with my situation, helped explain things numerous times, and was available to speak whenever I needed.
From my first conversation I felt relaxed, fully understood their plans, and how it could better my situation.
He took his time and educated me, explaining the pros and cons of different strategies and products.
I had a great experience with Derek Ifasi and his team.
Derek is very good, he is prompt, and available whenever I need him.
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