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.
Introducing the
Retirement Income Sentinel
What can this opportunity do for you?
Retirement Income
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.
Portfolio Planning
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.
Tax Planning
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 Approaching Or Transitioning Into Retirement...
We can help answer some of the most pressing retirement income planning questions such as:
When
Can I realistically retire?
How
Much can I afford to withdraw each year and still make the money last?
Which
Tax strategies offer the most savings?
What
Are some ways I can acquire more income?
Where
Should I invest my money?
Interested in Learning More?
Get Started
See How the Retirement Income Sentinel Can Increase Your Income While Simplifying Your Retirement
Are you seeking peace of mind related to the objectives you have to live comfortably during your golden years?
Download my webinar to learn more about retirement income planning and how a dynamic strategy can benefit your lifestyle.
6 in 10
workers feel at least somewhat stressed about preparing for retirement
2019 Employee Benefit Research Institute Retirement Confidence Survey
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.
Hosted By:
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.
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.