Your Partner for a Confident Retirement
Expert Guidance When You Need It Most
Ongoing Support:
We provide year-round, on-demand investment, retirement, and tax planning services to keep your financial plan aligned with your evolving needs. Whether fine-tuning your portfolio, optimizing income strategies, or enhancing tax efficiency, we help you stay on track.
Wealth Management:
Personalized investment strategies designed to support your retirement income needs, manage risk, and maintain long-term financial security.
Retirement Income Planning:
A customized approach to structuring your income in retirement—balancing spending goals, income sources, taxes, and market risks to ensure sustainable financial independence.
Tax Planning:
Proactive tax strategies to enhance after-tax wealth and optimize spending. We help with tax-efficient investing, gain and loss harvesting, income acceleration, and withdrawal sequencing to maximize your financial outcomes.
Tax Preparation:
Accurate, efficient tax preparation to keep you compliant while maximizing cash flow—ensuring you keep more of what you’ve earned.
Retirement Income Management:
Ongoing management of your retirement assets to maintain tax efficiency, mitigate risk, and ensure a steady, reliable income throughout retirement.
Let Us Show You How To Spend In Retirement
Get to Know Mark Sharp Retirement
Helping Those Nearing or Living in Retirement—Nationwide
At Mark Sharp Retirement, we specialize in retirement income planning. While many financial advisors focus on growing your wealth, we’re dedicated to guiding you through the decumulation phase—turning your hard-earned savings into a reliable, sustainable income.
As a virtual-first financial firm, we provide expert support as you approach or enter retirement, answering your most pressing questions about timing, income strategies, and long-term financial security. With our guidance, you can retire with confidence, knowing your future is in experienced 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?
Discover How We Best Support You
Every great partnership begins with clear communication. That’s why we offer a free, no-obligation consultation—without judgment or pressure. Schedule a quick phone call to explore how we can help you achieve a financially secure retirement.
Who We Serve
We work with individuals who are approaching or newly retired and looking for comprehensive guidance in:
✔️ Retirement income management
✔️ Investment advisory
✔️ Tax planning & preparation
Retainer Service
Our all-inclusive retainer service provides:
✅ Personalized tax, investment, and retirement income planning ✅ Exclusive access to our powerful Retirement Income Style Awareness (RISA®) technologyWith our expertise and tools, you’ll gain clarity, confidence, and control over your retirement finances.
Take Advantage of Our Retirement Income Resources
Choose What’s Best For You
Whether it's books, interactive resources, 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
RISA®: A Personalized Approach to Retirement Income Planning
Think of RISA® as a customized counseling session for you and your retirement income strategy. Using a scientific, neutral, and data-driven approach, RISA® eliminates uncertainty and helps you determine the optimal way to turn your financial resources into reliable income—tailored specifically to your needs.
Why RISA® is Different
Most advisors shape their recommendations based on their own preferences—not yours. RISA® changes that. With its powerful insights, this one-of-a-kind assessment uncovers your unique retirement preferences and style, ensuring your income strategy aligns with what works best for you.
Quick, Easy, and Insightful
The best part? You can complete the assessment anytime, anywhere—in just 20 minutes. That’s less time than it takes to do the dishes, and the insights you gain can help you perfect your retirement plan for years.
spending analysis: Are You Spending Too Much—or Not Enough—in Retirement?
One of the biggest questions retirees face is: How much can I safely spend without running out of money? Guessing could mean overspending too soon—or being too cautious and missing out on the retirement you deserve.
Our complimentary spending analysis gives you the clarity and confidence you need. We’ll help you create a personalized, tax-efficient income plan based on your savings, lifestyle, and long-term goals—so you can enjoy retirement without financial uncertainty.
Don’t leave your future to chance. Schedule your free spending analysis today and take control of your retirement with confidence!
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!