We specialize in helping busy, accomplished individuals simplify their retirement income planning. By focusing on what’s within your control and preparing for the unknown, we’ll chart out potential needs and risks, leaving you with a clear and confident vision for your financial future.
What Is Retirement Income Planning?
You’ve worked hard and made wise decisions to save for retirement—now let us help you turn those savings into tax-efficient income to support the lifestyle you envision, with income you won’t outlive. At Mark Sharp Retirement, our retirement income planning focuses on building a strategy that delivers predictable, lifelong income, addresses the uncertainties of retirement, and helps you achieve your broader financial goals.
Here’s a brief overview of what you can expect when you work with us.
In our first meeting, we’ll take a step back and look at the big picture to understand why you’re seeking our expertise. Are you nearing retirement and want to ensure everything is in place? Or are you newly retired and looking for a fresh perspective on your income strategy? Whatever your concerns, we’ll sit down together to pinpoint the exact solutions you need.
In addition to discussing the big-picture elements, we’ll dive into the specifics of your current retirement income plan, if you have one. What’s working? What’s not? What do you wish you had done differently? By addressing these details, we’ll identify what adjustments are needed to help you achieve your financial goals.
Once we have a clear understanding of who you are and what you're aiming to achieve, we’ll take a deeper dive into your finances to uncover opportunities that can help you reach your goals. 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.