Retirement Income That’s Steady, Clear, and Built to Last
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 in the years leading up to and immediately following retirement—when spending needs, income decisions, investments, and taxes begin to interact in new ways. The choices made during this period can have lasting effects on future flexibility and spending capacity.
Retirement decisions are rarely isolated.
Spending influences income needs.
Income decisions affect taxes.
Tax choices shape future flexibility.
Investment structure supports how income is delivered over time.
When these areas are handled separately, complexity grows, and unintended consequences often follow.
My work focuses on coordinating spending, income, taxes, and investments into a single decision-making process—one designed to adapt as markets shift, tax laws change, and life evolves.
The goal is not to predict the future or pursue perfect outcomes. The goal is to create clarity around the trade-offs involved so decisions can be made thoughtfully and adjusted as circumstances change.
What Makes This Firm Different
- Spending-first approach — income, taxes, and investments are coordinated around what retirement needs to support
- One ongoing advisory relationship focused on coordination rather than isolated recommendations
- A structured annual planning rhythm built around recurring reviews and updates
- Specialized focus on the years leading up to and immediately following retirement, when decisions often have the greatest long-term impact
Continuity You Can Count On
As a focused firm, long-term continuity matters.
Your retirement coordination process is designed to remain steady over time, supported by documented systems, an independent custodian, and established continuity procedures.
- Custodian-managed operations continue uninterrupted
- Coordination records are securely maintained and regularly updated
- Emergency continuity support is in place if ever needed
You receive the personal attention of a focused advisory practice, supported by structure and safeguards designed for the long haul.
About Mark
Mark Sharp, Retirement Planner
I founded Mark Sharp Retirement to provide a coordination-first alternative to traditional product-driven advice.
My work centers on helping clients align spending, income decisions, investments, and taxes as retirement unfolds.
The relationships I build with clients are designed to support ongoing decision-making over time, helping ensure that important choices are evaluated within the broader context of retirement rather than in isolation.
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