We specialize in helping busy, successful individuals simplify retirement income planning. By focusing on what’s within your control and preparing for life’s uncertainties, we’ll develop a strategy that anticipates your needs and mitigates potential risks—giving you a clear, confident vision for your financial future.
What Is Retirement Income Planning?
You’ve worked hard and made smart financial decisions to build your retirement savings. Now, let us help you transform those savings into a tax-efficient, sustainable income stream—one that supports the lifestyle you’ve envisioned and ensures you won’t outlive your wealth.
At Mark Sharp Retirement, we focus on creating a predictable, lifelong income strategy that not only secures your financial future but also helps you navigate uncertainties and achieve your broader financial goals with confidence.
Here’s a brief overview of what you can expect when you work with us.
In our initial meeting, we’ll take a step back to understand your unique financial journey and goals. Are you approaching retirement and want to ensure everything is in place? Or have you recently retired and need a fresh perspective on your income strategy? Whatever your concerns, we’ll work together to pinpoint the right solutions tailored to your needs.
Beyond the big picture, we’ll also examine the specifics of your current retirement income plan—if you have one. What’s working well? What’s not? What do you wish you had done differently? By addressing these key questions, we’ll identify the adjustments needed to strengthen your financial strategy and align it with your long-term goals.
Once we have a clear understanding of who you are and what you want to achieve, we’ll take a deeper dive into your finances to uncover opportunities that can enhance your retirement income plan. After discussing our recommendations, we’ll input your information into our retirement income planning software—your personalized client portal—so you can easily track your progress and stay informed every step of the way.