Drive Your Retirement Forward — On and Off the Course
Your free Retirement Spending Snapshot — delivered in 1 business day.
Get a clear, personalized estimate of your safe monthly spending range — prepared by a Certified Retirement Planner.
Whether your plans include more rounds of golf, traveling for tournaments, or simply enjoying extra days at the club, your free Snapshot is based on your savings, income, and goals. It shows you exactly how much you can spend each month — so you can retire with confidence and clarity.
Don’t guess — know.
✅ The Snapshot is a first step in an ongoing planning relationship.
✅ What We Need to Personalize Your Snapshot
To get started, you’ll answer a few quick questions about:
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Your age and expected retirement date
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An estimate of your savings and retirement accounts
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Your Social Security and other income sources (if applicable)
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Your comfort level with investment risk
🕒 What to Expect
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Fill out the short form (under 2 minutes)
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I’ll personally review your details using professional retirement planning tools to create a custom snapshot for you.
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Your Snapshot arrives in 1 business day — complete with guardrails, spending insights, and next steps.
🛡️What You'll Gain From Your Free Spending Snapshot
A Clear Plan for Confident, Worry-Free Retirement Spending
Your free Snapshot provides the clarity and confidence to make informed retirement decisions. Here’s what you’ll get:
- Spending Guidelines That Work: Know your safe monthly spending range — so you don’t overspend or miss out on what you can afford.
- Personalized Adjustments: Tailored recommendations to keep your spending sustainable and your retirement secure.
- Tax-Efficient Strategies: Insights to minimize taxes, optimize withdrawals, and get the most from your savings.
Start living retirement with confidence, knowing your income supports the lifestyle you’ve worked hard to enjoy.
✅ Our work is built for households seeking lasting guidance, not one-time projects.
Yes, I want my free snapshot today
🔍 Here’s a Sample of What’s Inside Your Snapshot
See exactly what your personalized Retirement Spending Snapshot will include.
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Safe Spending Estimate — Your monthly number, personalized to your savings, income, and goals.
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Guardrails That Adjust — See how your plan adapts when markets rise or fall.
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Clear Visuals — Easy-to-read charts showing how your income holds up over time.
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Personalized Insights — Guidance tailored to your unique financial picture.
📈 Check If You’re Ready for Retirement — With Confidence
The Spending Snapshot helps you answer the biggest question in retirement: "Am I truly ready?"
Using your information, your Snapshot will show:
- Whether you’re financially prepared to retire
- How your savings and income sources stack up
- Where you’re strong — and where you may need to adjust
- How flexible your spending can be based on market performance
It’s a personalized, practical way to see where you stand — and make confident decisions about your future.
🔒Your information is secure and handled with the same confidentiality standards I uphold as a CFP®, RICP®, and EA. Nothing is ever sold or shared.
🎁 Bonus
After receiving your Snapshot, you’ll also be invited to schedule a complimentary 15-minute call. This is your opportunity to review the results together and assess how they align with your broader retirement plan.
❓The #1 Question Retirees Face: How Much Can I Safely Spend?
Retirement should be a time of freedom and fulfillment — but many retirees struggle with one big question: “How much can I safely spend?” Spend too much and risk running out too soon. Spend too little and miss the life you worked hard to enjoy.
Without a plan, your retirement can slide into one of two costly traps:
✅ Overspending – Spending too freely now and risking your financial security later.
✅ Underspending – Being overly cautious and missing out on experiences you’ve already earned.
The key to peace of mind is balance — enjoying retirement today while ensuring your income lasts for decades ahead. That’s why knowing your sustainable spending number is crucial.
Our free Spending Snapshot helps you strike that balance. In just 1 business day, you’ll receive a personalized, tax-aware spending plan designed to give you clarity and confidence about your financial future.
✅ Designed for those who want ongoing retirement, tax, and investment management.
Get My Free Spending Snapshot — See My Safe Number in 1 Day
📈The Solution: A Clear Plan for Confident Spending
Retire with Confidence and a Plan You Can Count On
Turn your savings into steady, tax-efficient income with your free Spending Snapshot—so you can enjoy retirement without worry. Here’s how:
- Know Your Safe Spending Number: Avoid overspending or underspending with a clear view of what you can safely spend each month.
- Stay on Track Through Change: See how your plan adapts to life events and market fluctuations, ensuring your income remains secure.
- Maximize Your Money: Learn strategies to minimize taxes and keep more of your savings working for you.
If you’ve ever wondered how much you can safely spend—or worried about overspending or missing out—here’s how we help you take control, step by step.
Step 1: Assess
We’ll review your savings and income to find your spending capacity.
Step 2: Plan
We’ll create a tax-efficient plan to turn your savings into a steady retirement paycheck.
Step 3: Adjust
We’ll show how your plan adapts to changes, helping you avoid overspending or underspending.
Start My 3-Step Retirement Snapshot — Free
🏅 About Us – Guided by Expertise You Can Trust
Why Retirees Trust Mark Sharp Retirement
Retirement is too important to leave to chance. Here’s why you can feel confident working with us:
- Retirement Income Specialists — We help retirees turn savings into a reliable paycheck.
- Trusted Expertise — As a CFP®, RICP®, and EA, Mark brings proven expertise in retirement income, tax, and investment planning.
- Author & Thought Leader — Author of How to Generate Retirement Income, recognized for guiding retirees through the transition from paycheck to portfolio withdrawals.
You’ve Worked Hard for Your Retirement—Let Us Help You Keep It on Par and Make the Most of Every Round.
Real Retirees. Real Confidence
Confidence in Spending
“Mark showed us exactly how much we can safely spend without fear of running out. Now we enjoy retirement with confidence, knowing our plan adjusts as life changes.”
– Dorothy & Cecil, Retired Educators, Portland, OR
Tax Savings That Add Up
“I had no idea how much I was leaving on the table by not optimizing my withdrawals. Thanks to Mark’s guidance, I’m saving thousands in taxes every year — while still maintaining a sustainable income.”
– Gwen, Retired Executive, Seattle, WA
The Retirement Income Difference
“We’ve worked with financial advisors before, but Mark’s focus on retirement income made all the difference. His clear, step-by-step plan helped us transition from saving to spending with confidence.”
– Lisa & Mike, Retired Business Owners, Salem, OR
Make Retirement Stress-Free—Get Your Free Snapshot
Start with your free Spending Snapshot to build a secure, sustainable plan — and enjoy retirement without financial uncertainty.
Still on the fence? Here’s why taking action now matters:
- Stop Guessing, Start Knowing: Discover how much you can safely spend — and enjoy peace of mind.
- Don’t Wait and Risk Missing Out: Delaying means risking overspending — or missing out on experiences you’ve earned. Secure your retirement spending now.
- Secure Your Future Today: Gain clarity now and confidence for the years ahead.
Get your free Spending Snapshot today and take the guesswork out of retirement spending.
✅ Built around ongoing planning, so your retirement stays on track.
Get My Spending Snapshot in 1 Business Day — Free
FAQ
- What is a spending snapshot?
A personalized review of your savings and income sources to show your safe monthly spending range. - Who is this best for?
Soon-to-be or recent retirees who want clarity and confidence about their spending. - Will I be pressured to buy?
No. This is a free, educational service designed to provide value— with no sales pressure. - How long does it take, and what's the process?
The form takes under 2 minutes. You’ll receive your personalized Snapshot by email within 1 business day. After that, you’ll have the option to book a complimentary 15-minute call to review your results. - What do I need to prepare?
Just a few basic details: your age, retirement savings, income sources, and comfort level with investment risk. - What happens after I submit?
You get a confirmation email. Within 1 business day, your Snapshot will arrive in your inbox.. - Will you share my information?
Never. Your information is private, secure, and kept strictly confidential.
Next Steps for a Complete Retirement Plan
Your Spending Snapshot is just the beginning. To turn it into a sustainable retirement paycheck, here’s what comes next:
✅ Take the RISA Assessment → Discover your retirement income style and learn how to turn savings into a reliable monthly paycheck that fits your life.
✅ Explore the Book → How to Generate Retirement Income shows strategies to manage risk, boost after-tax income, and leave a lasting legacy.
✅ Optional Call — Review your Snapshot in a complimentary 15-minute call.
Your Retirement Deserves a Confident Start—Get Your Free Snapshot Today!
Schedule your free spending snapshot now and ensure your income keeps you in the game and enjoying every round of retirement.
✅ Please note: We don’t offer one-time or hourly projects. Our services are designed for households that want an ongoing partnership to manage investments, retirement income, and taxes.
