With the Retirement Income Sentinel, You Can Feel Empowered to Live Your Best Retirement
Typical retirement planning is often static and based on probabilities of success, which are not optimal for long-term income planning. This often leaves retirees feeling unsettled and convinced there are only two possible outcomes to their retirement either success or failure.
The Retirement Income Sentinel changes the conversation with realistic, dynamic planning focused on adjustments. It acts as your retirement partner by monitoring and updating your plan as economic and market conditions change so you maximize spending, reduce stress, and increase income security.
The Pillars of Dynamic Income Planning
Helping you successfully navigate retirement with a plan that’s dynamic with ongoing oversight including contingency plans for future changes, examples of what a retirement experience could look like, and real-time updates when a plan calls for a change.
Service Pricing
We charge a $2,500.00 annual financial planning fee along with an Assets Under Advice (AUA) fee for investment and tax planning.
Annual Fee1 | Assets Under Advice2 |
---|---|
$4,000/yr
|
$500,000 - $1,000,000 |
$6,000/yr |
$1,000,001 - $1,500,000 |
$8,000/yr |
$1,500,001 - $2,000,000 |
$10,000/yr |
$2,000,001 - $2,500,000 |
$12,000/yr |
$2,500,001+ |
Service requires a $500,000 asset minimum1. The $2,500 annual retirement income management fee along with the AUA fee is the annual service fee. Mark Sharp Retirement doesn't implement client portfolios. Clients continue to self-direct their portfolios. Our involvement is limited to providing investment planning including portfolio (construction, review, rebalancing, and optimization) and tax planning (bracket management, Roth conversions, and tax-efficient withdrawals) advice2.
Here’s What’s Included
As part of your comprehensive and integrated Retirement Income Sentinel:
- Year-round Financial Planning Support
- Year-round Retirement Income Plan Management
- Investment Planning
- Tax Planning
You Can Also Expect…
- Three consultations to assess your needs, present and review your plan.
- Retirement Income Plan design, development, and implementation.
- Ongoing plan monitoring and oversight.
- Real-time notifications to stay in the know on spending adjustments.
- A written retirement income plan.
- Thoughtful, strategic estate, investment, retirement and tax advice.
- Annual meeting to review and revise your plan.