Mark Sharp Retirement is a fee and advice only, virtual registered investment advisor that specializes in planning for the drawdown phase of people's financial lifetimes when they're no longer receiving a paycheck from their jobs but must still fund their lifestyles during a potentially lengthy retirement.
|Firm Start Year:||2017|
|States Licensed in:||OR|
|Number of Years with Current Firm:||4|
|Work Experience:||Mark has over a decade of experience working in the financial services industry. He began his career with some of America's largest and most respected insurance firms, learning and honing his skills. After working over 6 years helping individuals and families to find the best solutions to their insurance needs, he launched his own financial planning firm -- Mark Sharp Retirement -- to focus on the retirement income planning needs of soon-to-be retirees. Mark enjoys and has helped numerous individuals prepare and structure their retirements to support the income to live the life they want in retirement. His specialized education and training in retirement income planning coupled with his investment and tax planning background enable him to provide a high-value service to comprehensively meet the needs of those seeking to ensure a secure and satisfying retirement.|
|Advisory Services Provided:||Financial Advice & Consulting, Tax Advice and Services, Financial Planning for Individuals, Retirement Planning|
|Investment Types:||Bonds, Mutual Funds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||Via Phone, Via Email, Video Conference|
|Advisor's Number of Clients:||75|
|Advisor's Number of Planning Clients:||75|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Compensation Methods:||Flat Fee, Hourly|
|Additional Details on Charges:||
As a flat-fee-only financial planning firm, we don't manage assets, we only sell advice on an hourly or project basis. We only have minimum fees for first-time clients. There is no fee minimum for those who have an existing relationship with us. |
In addition to the hour service option, we offer two flat-fee project service options geared to soon-to-be retirees priced at $4,000 and $2,000. Please refer to our website, www.marksharpretirement.com, for service details.
|Minimum Fee Charged for Hourly Planning Accounts:||$1,500|
|Bachelor of Science - Computer Science/Mathematics||
California State University, East Bay - Hayward, CA
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You may be wondering: why retirement income planning? I believe all financial planning roads lead to retirement. And helping people invent and transition into a new life stage is extremely rewarding work. My goal is to help you optimize your retirement income so you can enjoy this next chapter of your life. You've worked hard, and deserve to live the retirement you want. Whatever role I take with you and whatever questions I seek to answer, my objective is always to enable you to make good decisions and maintain actions that advance your personal life and goals.
At Mark Sharp Retirement, we are focused on retirement income planning. I start by taking the time to gain a deeper understanding of the unique vision you have for your retirement lifestyle. All advice and strategy that we work on together ties back to that vision.
Financial Planning for Individuals
Mark Sharp Retirement is a fee/advice-only, virtual financial planning firm that specializes in planning for the drawdown phase of people's financial lifetimes when they're no longer receiving a paycheck from their jobs but must still fund their lifestyles during a potentially lengthy retirement.
Retirement planning is critical to the quality of life an individual will enjoy after his or her income-earning years. We help busy and successful people simplify and organize their retirement Income planning. We focus on what can be controlled and plan for what cannot. From taxes to retirement to investments, we will map out potential needs and risks so you walk away with a strong vision for your future.
Tax Advice and Services
We believe focusing on the things you can control offer the greatest benefits to your retirement. Tax planning is a core component of comprehensive retirement income planning. I'll review all potential tax implications that could negatively impact your retirement security so you are well-prepared for filing season and everything in-between. From exploiting tax-saving opportunities to implementing proactive efficient withdrawal strategies, I'll help ensure the financial decisions you make avoid potential tax consequences while increasing after-tax retirement income.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|