Based in Portland, OR and Serving Clients Nationwide
Mark Sharp Retirement is a fee- and advice-only, virtual financial planning 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.
Retirement Income Sentinel
What can this opportunity do for you?
Management & Oversight
Know when you can take a pay raise, as well as when you have to take a pay cut as economic and financial factors change.
From asset allocation to fund selection, diversification and rebalancing, we’ll work to align your portfolio to achieve the 3 most common goals shared by most retirees: maximizing standard of living, maintaining a financial safety net, and leaving a legacy.
Learn when and where to fund spending, as well as how to shield more income from taxes, protect Social Security benefits and manage Medicare premiums.
Effectively delegate your retirement planning needs.
If You Are In or Approaching 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 meets two key income goals:
- Replacing a paycheck with a reliable and predictable stream of lifetime retirement income to meet necessary expenses
- Generating a reliable and predictable stream of income for those unexpected expenses
This exclusive webinar with Mark Sharp, CFP® RICP® EA will take a look at the ONE action to take to secure more retirement income for a lifetime.
Mark Sharp, CFP® RICP® EA
Mark Sharp Retirement
Download and watch my FREE webinar and learn how the Retirement Income Sentinel can increase retirement income.