Your Partner for Every Aspect of Retirement
Support for What You Need, When You Need It.
Uncover the Full Spectrum of Our Offerings:
Ongoing Support:
We offer year-round, on-demand investment, retirement, and tax planning services, providing continuous expert guidance as your needs evolve. Whether adjusting your portfolio, refining your income strategy, or optimizing tax efficiency, we ensure your financial plan stays aligned with your long-term goals.
Wealth Management:
Strategic investment planning and management designed to support your income goals, minimize risks, and ensure long-term financial stability and security.
Retirement Income Planning:
Comprehensive evaluation, design, and implementation of a personalized retirement income plan tailored to your spending objectives, income streams, projected expenses, funding strategy, and risk mitigation measures.
Tax Planning:
Proactive strategies to optimize finances to boost after-tax wealth and enhance spending outcomes. These strategies include investing efficiency, tax-loss and gain harvesting, preferential income stacking, income acceleration, and strategically timing withdrawal to maximize spending.
Tax Preparation:
Effective tax preparation ensures you stay compliant, boosts cash flow, and maximizes the money available to use for what truly matters to you.
Retirement Income Management:
Plan management to ensure assets are effectively utilized, tax efficiency is incorporated, and risks are mitigated to ensure lifetime income.
Let Us Show You How To Spend In Retirement
Get to Know Mark Sharp Retirement
Serving Those Nearing Retirement or in Retirement Nationwide
At our core, we’re all about retirement income planning. While many advisors focus on the accumulation phase, we’re dedicated to helping you navigate the distinct challenges of decumulation—turning your savings into a sustainable income during retirement.
As a virtual-first financial firm, we’re here to support you as you approach or enter retirement, providing clear answers to your most important questions about timing, income strategies, and more. With our guidance, you can step into retirement with confidence, knowing your financial future is in good hands.
When
can I realistically retire?
What
is the best strategy for generating retirement income?
How
much can I afford to withdraw each year and still make the money last?
Which
tax strategies support higher spending potential?
Where
should I invest my money?
How We Work With Our Clients
learn how we can work Best For You
All of our engagements start with clear communication. That means scheduling a free, no-judgment (and no obligation) consultation over the phone.
WHO IS THE RIGHT FIT FOR OUR SERVICES?
For individuals approaching or recently retired who seek comprehensive support in retirement income management, investment advisory, tax planning, and return preparation.
RETAINER SERVICE
This all-inclusive service includes comprehensive tax, investment, and retirement income planning and exclusive access to our powerful Retirement Income Style Awareness (RISA) technology.
Take Advantage of Our Retirement Income Resources
Choose What’s Best For You
Whether it's books, webinars, our Facebook user group, or downloadable content, we have resources to meet all your needs. Plus, we offer a free, no-pressure, no-obligation consultation over the phone—designed to answer your questions without judgment.
Discover the blueprint for designing your ideal retirement with your financial resources. Don't miss this transformative book.
Want to connect your financial resources to a comfortable retirement? Get a sneak peek of our book for expert strategies on maximizing income and ensuring a secure future!
Introducing the RISA: Our Retirement Income Style Assessment
Imagine the RISA as a personalized counseling session for you and your retirement income plan. By employing scientific, neutral, and iterative processes, the RISA dispels any doubts about the optimal retirement strategy for transforming your financial resources into income specific to your situation.
Typically, advisors tailor their advice to their own style rather than yours. RISA changes the game. With its powerful insights, this unique assessment allows you to accurately determine your retirement preferences and style, ensuring they align with a strategy for creating income from your financial resources that suits you best.
The best part? It’s an assessment you can complete on your own anywhere in just 20 minutes! Imagine perfecting your retirement plan in the time it takes to do the dishes.
Take advantage of our free 30-minute webinar, Freedom Forever: Master the Art of Generating Retirement Income to learn more about RISA and receive your own assessment.
Webinar: Freedom Forever: Master the Art of Generating Retirement Income
As you approach retirement, you'll face critical decisions: when to retire, how much to spend, how long your assets will last, the risks you'll encounter, and when to claim Social Security. But the most important question is: How will you turn your savings into income to sustain your retirement lifestyle? Your income strategy is the key to answering this—it’s the foundation of a secure and fulfilling retirement.
If you're uncertain about how to craft this strategy, join us for our webinar Freedom Forever: Master the Art of Generating Retirement Income and get the clarity you need.
This webinar is perfect for you if you’re unsure about planning income for retirement, need guidance on the right income strategy, or are curious about other ways to draw income from your savings. By the end of the webinar, you will know how to create retirement income in a way that is meaningful to you.
Seize this opportunity to discover how to tailor your retirement income strategy to fit your needs perfectly.
8 Things You Should Know Before Retiring
As you approach retirement, how do you shift gears to fully embrace this new chapter? You've spent years mastering the art of saving, but generating income in retirement requires a whole new skill set. And let’s face it—no two retirements look the same! Just like there are countless paths to building a fulfilling career and lifestyle, retirement is unique to each individual, shaped by your vision of how you want to enjoy this exciting phase of life.
Download our free PDF: 8 Things You Should Know Before Retiring to help you navigate this transition with confidence!
You’re in the Right Place for Retirement Distribution Advice
Learn How You can Enjoy Your Retirement Savings
Ready to review or adjust your retirement strategy? Don’t wait—whether you’re about to retire or have just begun, reach out to Mark Sharp Retirement today for expert guidance.
I'm Ready!