Mark Sharp Retirement – Helping You Plan for the Future You Deserve
Meet Mark Sharp, CFP® RICP® EA
I founded Mark Sharp Retirement to help people make the transition from saving to living in retirement with clarity and confidence. My specialty is retirement income planning — designing strategies to provide you with a reliable and sustainable income for life.
But income planning doesn’t stand alone. I integrate investment management and tax planning so that your portfolio, withdrawal strategy, and tax approach all work together to protect and enhance your lifestyle.
A Personalized Approach to Retirement
Your retirement is more than numbers on a page — it’s your life’s work turned into lasting security. I take the time to understand your priorities and vision, then align your income plan, investments, and taxes to support them.
Whether we’re structuring your “retirement paycheck,” optimizing taxes, or adjusting your investments, the focus is always on what matters most to you. And as life changes, we adapt your plan so it continues working for you.
Your retirement is more than just a financial milestone—it’s a new beginning. Let’s create a plan that ensures it’s everything you want it to be.
Why Clients Choose Us
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Specialization – Deep focus on the unique challenges of retirement income planning.
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Integration – Coordinated planning across income, investments, and taxes.
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Long-Term Relationship – Ongoing guidance to help you navigate each stage of retirement.
Learn more:
What We Do — how we deliver retirement income, investment, and tax strategies.
Who We Serve — the people we help and how we fit their needs.
