Retirement income planning 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 helping people in the early years of retirement understand how retirement income, investment structure, and tax decisions fit together—before small choices turn into long-term problems.
Retirement decisions are rarely isolated. How much you spend affects how you invest. Investment structure affects taxes. Taxes affect flexibility. When these areas are treated separately, complexity grows, and unintended consequences follow.
My work focuses on coordinating retirement income, investment structure, and tax strategy into a single, integrated plan—one designed to adapt as markets shift, tax rules change, and life unfolds.
Rather than chasing certainty or constant optimization, the goal is clarity—so clients understand how their income, investments, and taxes work together and can make decisions that support a steady, adaptable retirement.
What Makes This Firm Different
- Start with retirement income first, then coordinate investments and tax strategy.
- One coordinated planning relationship—not fragmented advice.
- A long-term planning relationship with a steady, repeatable rhythm.
Continuity You Can Count On
As a solo firm, long-term continuity matters. Your retirement income framework is built to stay steady—backed by documented systems, a trusted custodian, and clear protocols to keep your income and investments on track, no matter what’s happening behind the scenes. You get the personal attention of a boutique advisory, supported by structure and safeguards designed for the long haul.
- Custodian-managed operations continue uninterrupted
- Planning documents are securely stored and regularly updated
- Emergency continuity support is in place if ever needed
You get the personal attention of a solo advisor, supported by a well-structured system that keeps your plan moving without interruption.
About Mark
I founded Mark Sharp Retirement to offer a more personal, planning-first alternative to product-driven firms.
Much of my work focuses on helping clients coordinate withdrawal decisions, portfolio structure, and tax considerations as retirement unfolds.
The plan you build is designed to adapt thoughtfully as markets shift, tax rules change, and life evolves.
Professional Qualifications
Learn more
What We Do — how retirement income, investments, and tax planning come together.
Who We Serve — the types of households this work is designed to support.