Whenever I research a company, I find myself asking “How have they helped someone like me?” At Mark Sharp Retirement, our clients are the catalyst for the work we do and while we can’t provide customer testimonials, we would like to highlight some situations we work on.
Let’s take a look at a case study:
Casey and Matt are a dedicated, hard-working couple. Casey, a successful VP of Supply Chain at a leading pharmaceutical company, has built an impressive 30-year career. She’s progressed from the sales floor to high-stakes negotiations and found her true passion in leading and inspiring her teams. Matt, equally accomplished, has spent 25 years as a real estate attorney, driven by his enthusiasm for the law. As they approach retirement, Casey and Matt have noticed their investment strategy lagging. Before they retire, they want to ensure they have a solid plan in place to secure their financial future and enjoy a comfortable lifestyle.
For Casey and Matt we:
- Exploring income preferences to shape a tailored approach for sourcing a consistent retirement paycheck.
- Conducted a thorough analysis of their current retirement savings strategy and rebalanced their portfolio for greater tax efficiency.
- Adopted a more aggressive savings approach in the final years before retirement to ensure they achieved their desired retirement fund.
- Integrated proactive tax planning strategies into their overall retirement plan for long-term tax optimization.
- Evaluated Casey and Matt’s benefits packages to fully leverage them for maximum retirement impact.
- Identified and mitigated all potential risks they could encounter in retirement, ensuring greater financial security.
- Explored their financial goals, with a focus on the specific objectives they had for their ideal retirement.
- Evaluated their lifestyle and identified opportunities to reduce unnecessary expenses, increasing their financial flexibility.
- Developed a personalized retirement budget that aligned with their core values and long-term goals.