Mark Sharp Retirement — Turning Your Life’s Work Into a Steady Retirement Paycheck
Meet Mark Sharp, CFP® RICP® EA
I founded Mark Sharp Retirement to offer a more personal, planning-first alternative to product-driven firms.
As a solo, fee-only advisor, I work directly with individuals and couples navigating the early years of retirement. My specialty is designing tax-smart retirement income strategies—then aligning investments and taxes to support them.
You’ll always know how much you can safely spend each month—and how your plan adapts to changing markets, tax rules, and life events.
What Makes This Firm Different
- Planning First – Everything starts with your monthly income needs, then connects to your tax and investment strategy.
- Integrated Approach – No need to juggle multiple advisors—we handle income, investments, and taxes in one place.
- Long-Term Support – We don’t just build a plan and walk away. We stay with you through every stage of retirement.
Continuity You Can Count On
As a solo firm, long-term continuity matters. Your plan 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.
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.
