What We Do — Retirement Planning Built to Last
At Mark Sharp Retirement, we help turn your life’s work into a steady, tax-smart retirement paycheck.
Our work is tailored for individuals and couples entering or living in retirement—and designed to make sure your income, investments, and taxes work together to support the life you’ve earned.
Our Planning Process: From Saving to Living Your retirement journey deserves more than a one-time plan. We walk with you through a structured, ongoing process that’s built to evolve with your life.
Step 1 — Discover & Design
We begin by understanding your goals, lifestyle, and financial picture. Then we design a personalized retirement income plan—one that reflects your priorities, balances security and flexibility, and anticipates risks before they become issues.
Step 2 — Align & Optimize
Your plan comes to life through smart alignment across key areas:
- Investment strategy tailored to income needs and risk preferences
- Tax-aware withdrawal planning and bracket management
- Strategic Roth conversions, RMD planning, and IRMAA mitigation
Step 3 — Implement & Manage
We put your plan into action and manage it with care. You’ll receive:
- Ongoing portfolio oversight and disciplined rebalancing
- Dynamic guardrails and income updates to keep your spending on track
- Annual tax strategy updates and tax return prep (if included in your service tier)
- Regular surge meetings, plus on-demand support when life changes
Why Retirement Income Planning Matters
Creating a steady, tax-smart retirement paycheck isn’t just about pulling from the right account. It’s about turning your life’s work into lasting income—without fear of running out or missing out.
At Mark Sharp Retirement, we bring all the pieces together:
- Income planning grounded in your lifestyle, preferences, and timeline
- Investment management aligned with your withdrawal needs and long-term goals
- Proactive tax planning to help you keep more of what you’ve earned
This fully integrated approach gives you the clarity and confidence to enjoy your retirement—knowing your plan is built to support you every step of the way.