We help busy and successful people simplify and organize their retirement financial planning. We focus on what can be controlled — and plan for what cannot. From taxes to retirement to investments, we’ll map out potential needs and risks so you walk away with a strong vision for your future.
What Is Retirement Financial Planning?
You have made smart decisions to save for retirement, now let us show you smart ways to create tax-efficient retirement income to support your retirement lifestyle and ensure income you will not outlive. At Mark Sharp Retirement, Retirement Financial Planning is all about creating a plan to access predictable sources of lifetime retirement income, address retirement uncertainties, and meet other financial goals.
Here’s a brief overview of what you can expect when you work with us.
When we first meet, we’ll cover the big picture aspects of why you’re needing our expertise. Are you approaching retirement and want to make sure you’re covered? Are you newly retired and want a fresh look at your income strategy? Whatever concerns you have, we’ll sit down and identify exactly what solutions you need from us.
Along with the higher-level components, we’ll also talk about the details of your current retirement income plan, if applicable. What do you think works? What doesn’t? What do you wish you had done differently? This will help us figure out what needs to change in order for your financial goals to be fulfilled.
After we have a good understanding of who you are and what you want, we’ll take a deeper look into your finances to find opportunities that will help get you to where you want to be. Once we have discussed our recommendations, we’ll input your information into our retirement income planning software - your client portal - so you can stay up-to-date on your progress.