Based in Portland, OR and Serving Clients Across the Nation
Mark Sharp Retirement is a fee- and advice-only, virtual financial planning firm that specializes in planning for the draw down phase of people's financial lifetimes, when they're no longer receiving a paycheck from their jobs but must still fund their lifestyles during a potentially lengthy retirement.
Comprehensive and Coordinated Retirement Income Planning that Addresses Risks and Matches Your Goals
When you work with me, I'll help make sure your future income needs are met so you can enjoy your life past employment to the fullest extent. I’ll also make sure you are aware of and know how to properly treat the risks that pose the greatest threat to your retirement security. After we’ve met your income needs and addressed your risks, we’ll show you a pathway to achieve other financial goals that make for a well-rounded retirement.
Tax-Aware Planning to Avoid Costly Mistakes During Retirement
Tax strategies used to successfully distribute wealth are inherently different from those used to successfully accumulate wealth. Tax planning is a core component of comprehensive retirement income planning. I'll review all potential tax implications that could negatively impact your retirement security so you’re well-prepared for filing season and everything in-between. From exploiting partial Roth conversions to the timing of liquidations, I'll help ensure the financial decisions you make avoid potential tax consequences while increasing after-tax retirement income.
Transform Your Wealth into Your Ideal Retirement Lifestyle
A key way to accumulate additional retirement income, investing is a vital aspect of any retirement income plan. Before crafting a strategy, I'll sit down and discuss your retirement income needs, risks and goals so I have a clear understanding of your main concerns and priorities. After these aspects have been outlined and agreed upon, I'll design an investment strategy centered around your objectives to help make sure every dollar you invest maximizes after-tax retirement income.
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?
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 FIVE must-do actions to take to secure your retirement income for a lifetime.
Mark Sharp, CFP® RICP® EA
Mark Sharp Retirement
Register Now. Grab Your Seat.
Our latest thinking
Looking for more insights, strategies, tips, and tools to efficiently save for and spend in retirement?
Join our newly launched Facebook group -- The Efficient Retirement -- and be among a community of like minded retirees and near retirees exploring and learning new approaches to turn their retirement dream into their retirement reality in the most efficient manner possible.