Based in Portland, OR and Serving Clients Nationwide
Mark Sharp Retirement is a virtual and independent RIA firm that specializes in planning for the draw-down phase of your financial lifetime. When you’re no longer receiving a paycheck but must fund your lifestyle during retirement, we’ll be there to offer the guidance and support you need.
If You Are Approaching Or Transitioning Into Retirement...
We can help answer some of the most pressing retirement income planning questions such as:
Can I realistically retire?
Much can I afford to withdraw each year and still make the money last?
Tax strategies offer the most savings?
Are some ways I can acquire more income?
Should I invest my money?
Interested in Learning More?
6 in 10
workers feel at least somewhat stressed about preparing for retirement
Don’t Be a Statistic
Far too many workers are feeling less confident in their ability to live comfortably in retirement.
I’m here to change that.
As your retirement years quickly approach, your concerns begin to shift from saving for retirement to planning for retirement income. And that all begins with a comprehensive retirement income plan that accomplishes the following:
- Choose an income strategy most aligned with your income personality
- Structure a plan to produce steady and reliable income over retirement
- Design a strategy to protect income from the unique risks of retirement
- Develop a strategy for claiming Social Security benefits
- Develop a strategy to make the best decisions about Healthcare
- Build a strategy to manage long-term care needs
- Formulate a plan to create the most tax efficiency now and in the future
Mark Sharp, CFP® RICP® WMCP® EA
Mark Sharp Retirement