A Firm Built Around Retirement Coordination
I founded Mark Sharp Retirement to offer a more deliberate alternative to firms that lead with products, performance, or one-time recommendations.
We specialize in working with households approaching retirement and in the early years of retirement—when spending needs, income decisions, taxes, and investments begin to interact in new ways. Decisions made during this period can shape the choices and flexibility available later.
My work focuses on coordinating spending, income, taxes, and investments through an ongoing advisory relationship—providing a structure for evaluating decisions, understanding trade-offs, and making adjustments as circumstances change.
The objective is not to predict the future or pursue perfect outcomes. It is to help clients make informed retirement decisions with an understanding of how one decision may affect another.
What Makes This Firm Different
- Spending-first decision framework — spending establishes what retirement resources need to support before income, tax, and investment decisions are evaluated.
- Ongoing retirement coordination — the relationship is structured around recurring advisory work rather than isolated recommendations or portfolio management alone.
- Defined annual planning rhythm — recurring reviews, analysis, recommendations, and written updates provide structure throughout the year.
- Focused retirement specialization — the practice is built primarily for households approaching retirement and navigating its early years.
About Mark
Mark Sharp, Retirement Planner
Mark Sharp is the founder of Mark Sharp Retirement and a CERTIFIED FINANCIAL PLANNER™ professional. His work focuses on retirement income coordination and the decisions households face as they transition from accumulating retirement resources to using those resources to support spending.
He is also the author of How to Generate Retirement Income and Help Me Understand What I Might Be Missing, which explore retirement income and the interconnected decisions retirees face.
Mark Sharp Retirement is a fee-only fiduciary advisory firm serving clients virtually.
Continuity You Can Count On
As a focused advisory firm, continuity is an important part of how the practice is structured.
Client accounts are held with an independent custodian, advisory records and ongoing coordination work are documented, and business continuity procedures are maintained to address an unexpected disruption to the practice.
These safeguards are intended to support continuity of essential functions and provide an orderly process if circumstances ever prevent me from serving clients as expected.
Professional Qualifications
Explore Further
What We Do — how spending, income, investments, and tax strategy are coordinated
Who We Serve — the households best suited for this structured, retirement-focused approach