Retirement Income That’s Steady, Clear, and Built to Last
I founded Mark Sharp Retirement to offer a more deliberate alternative to firms that lead with products, performance, or one-time recommendations.
We specialize in working with households in the early years of retirement — when income decisions, investment structure, and tax strategy begin to interact in new ways. Small choices made early can shape long-term flexibility and sustainability.
Retirement decisions are rarely isolated. How much you spend affects how you invest. Investment structure affects taxes. Taxes affect flexibility. When these areas are treated separately, complexity grows, and unintended consequences follow.
My work focuses on coordinating income, investments, and tax strategy into a single, integrated framework — one designed to adapt as markets shift, tax rules change, and life evolves.
Rather than chasing certainty or constant optimization, the goal is clarity — so you understand how the moving parts work together and can make steady, confident decisions over time.
What Makes This Firm Different
• Income comes first — investments and tax strategy are coordinated around it
• One integrated advisory relationship — not fragmented recommendations
• A structured, repeatable annual coordination rhythm
• A deliberate focus on the early years of retirement
Continuity You Can Count On
As a focused firm, long-term continuity matters. Your retirement income framework is built to remain steady — supported by documented systems, a trusted independent custodian, and clear continuity protocols.
- Custodian-managed operations continue uninterrupted
- Coordination records are securely stored and regularly maintained
- Emergency continuity support is in place if ever needed
You receive the personal attention of a focused advisory practice, supported by structure and safeguards designed for the long haul.
About Mark
I founded Mark Sharp Retirement to offer a more deliberate, coordination-first alternative to product-driven firms.
My work centers on helping clients align withdrawal decisions, portfolio structure, and tax strategy as retirement unfolds.
The framework we build together is designed to adapt thoughtfully as markets shift, tax rules change, and life evolves.
Professional Qualifications
Learn more
What We Do — how income, investments, and tax strategy are coordinated.
Who We Serve — the households best suited for this structured, retirement-focused approach.