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.
Webinar: Fundamentals of Tax Planning—Going Beyond the Basics
Retirement is the time to enjoy the rewards of all your hard work—but managing your finances effectively is crucial to making your savings last. In retirement, every dollar saved on taxes is another dollar you can use to live life on your terms. If you’re nearing or have recently entered retirement, it’s natural to be concerned about tax liabilities and finding ways to maximize your income. That’s why we’ve created a webinar specifically designed to help retirees like you.
Join us for an exclusive webinar: "Fundamentals of Tax Planning—Going Beyond the Basics" and discover proven strategies to boost your after-tax, after-fee income. This session is crafted to empower you with practical insights to optimize your retirement portfolio and reduce tax burdens on your retirement income.
During the webinar, we’ll walk you through advanced tax-saving techniques that can enhance your financial well-being, whether you’re just starting with tax planning or looking to go beyond the basics. You’ll learn how to:
- Minimize taxes on your retirement distributions.
- Optimize your portfolio to keep more of what you’ve earned.
- Uncover hidden tax-saving opportunities you may have overlooked.
- Increase your after-tax income and preserve your savings for the long haul.
By mastering these strategies, you can better protect your assets, reduce your tax liability, and boost your retirement income—ensuring you have more money to enjoy the things that matter most to you.
If you’re ready to level up your retirement tax strategy and keep more of your hard-earned money, don’t miss this opportunity! Join us for this insightful session and gain the confidence to make smarter financial decisions for a more secure retirement.
Secure your spot today and take control of your financial future. We look forward to helping you achieve a more prosperous retirement!
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!