A Trusted Planning Partner for Clients Outside Your Ideal Fit

If your firm occasionally meets prospects who don’t align with your service model, asset minimums, or complexity standards, I can help. I specialize in working with mass affluent clients transitioning into retirement—offering fiduciary, fee-only advice tailored to their needs.

Who I Serve

Near-retirees and new retirees
$500K–$1.5M in investable assets
Retirement income, asset management, tax strategy, Social Security, Medicare, Roth conversions

How I Work

Fee-only, fiduciary advice
Virtual service, available nationwide
Personalized planning with clear deliverables

👉 Learn more about pricing and services

Why Refer to Me

No competition—I work with clients outside your model
Maintain goodwill without stretching your resources
Clients receive a professional, high-touch experience
I refer back if/when the client grows into your model

Let’s Connect

I’d love to have a quick conversation and see if there’s a mutual fit.

Mark Sharp
Mark Sharp Retirement
mark@marksharpretirement.com
800-622-1045