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.
Long-Term Relationship – Ongoing guidance to help you navigate each stage of retirement.
Continuity You Can Count On
Many people wonder how a solo firm handles long-term stability. The answer is straightforward: your plan is built to stay steady no matter what’s happening in my world. Everything we create together—your retirement income plan, investment strategy, and tax approach—is clearly documented and supported by systems designed to keep things running smoothly.
Uninterrupted account operations — Transfers, withdrawals, required distributions, and other custodian-handled requests continue without disruption.
Organized and accessible planning documents — Your investment details, income strategy, and tax notes are securely stored and always up to date.
Coverage during short absences — If I’m traveling or briefly unavailable, the custodian is still available for time-sensitive requests.
A designated advisor for true emergencies — If I were ever unable to continue my work, a trusted advisor I’ve appointed would step in temporarily while you decide how you’d like to move forward.
You get the personal attention of a solo advisor, supported by a well-structured system that keeps your plan moving without interruption.
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.
