Your Partner for Every Aspect of Retirement
Support for What You Need, When You Need It.
Our Full List of Services Include:
Ongoing Support:
Year-round, on-demand investment, retirement, and tax planning and management. In-person and online annual reviews.
Comprehensive Retirement Income Planning:
Evaluation, design, and implementation of a customized retirement income plan to capture your spending objectives, income streams, spending projections, funding strategy, and risk mitigations.
Retirement Income Plan Management:
Plan management to ensure assets are effectively utilized, tax efficiency is incorporated, and risks are mitigated to reflect personal circumstances and economic changes.
Tax Planning:
Proactive strategies to lower tax liabilities, boost after-tax wealth, and enhance spending outcomes.
Tax Preparation:
Smart tax preparation to ensure compliance, reduce tax liability, and improve cash flow, helping you keep more of your money.
Investment Planning and Management:
Sound investment planning and management to support income goals, reduce risks, and promote financial stability and future security.
Let Us Show You How To Spend In Retirement
Get to Know Mark Sharp Retirement
Serving Those Nearing Retirement or in Retirement Nationwide
We’re obsessed with retirement income planning. Most advisors focus mainly on helping their clients save for retirement, but we specialize in the unique situations that arise within retirement decumulation (when you are drawing down your retirement savings.)
As a virtual-first financial service firm helping those nearing or in retirement, we can answer your most pressing questions about when and how to retire so you can confidently enjoy what you’ve worked so hard to achieve.
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?
Individuals 5 years on either side of retirement who want retirement income advisory (planning & management), investment advisory (planning & management), and tax advisory (planning & 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
All of our engagements start with clear communication. That means scheduling a free, no-judgment (and no obligation) consultation over the phone.
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.
Take advantage of our free 30-minute webinar, "Is Your Retirement Income Strategy Right for You?" to learn more about RISA and receive your own assessment.
Webinar: Are You Sure About Your Retirement Income Strategy?
Nearing retirement involves making many key decisions, such as when to retire, how much to spend, how long your assets will last, the risks you'll encounter, and when to claim Social Security benefits. Despite their importance, the biggest question is how you plan to use your financial resources to sustain yourself in retirement. In other words, how will you convert your assets into income? Your income strategy will determine this, making it the most crucial decision you'll make. If you're unsure about this, our free webinar, "Is Your Retirement Income Strategy Right for You?" can provide the answers.
This webinar is perfect for you if you’re unsure about planning income for retirement, need guidance on the right income strategy, or are curious about other ways to draw income from your savings. By the end of the webinar, you will know how to create retirement income in a way that is meaningful to you.
Seize this opportunity to discover how to tailor your retirement income strategy to fit your needs perfectly.
8 Things You Should Know Before Retiring
As you’re approaching retirement, how do you switch gears to begin enjoying this new chapter? You’ve had years of practice saving, but creating a paycheck in retirement involves an entirely different set of skills. Not everyone envisions the same style of retirement! Just as there are a variety of jobs, investing techniques, and lifestyles that help us arrive at a happy and secure retirement, retirement itself looks different depending on who you are and how you want to begin this exciting new stage of life. Download our informational PDF for these 8 Things You Should Know Before Retiring!
You’re in the Right Place for Retirement Distribution Advice
Learn How You can Enjoy Your Retirement Savings
If you’re curious about your retirement strategy or want to change your existing strategy, now is the time! If you’re soon-to-retire or newly retired, contact Mark Sharp Retirement today.
I'm Ready!