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Mark Sharp, CFP®, EA, RICP®
Mark Sharp Retirement

Tel: 800-622-1045
818 SW 3rd Ave # 221-1228
Portland, OR 97204

We're focused on retirement income planning

Mark Sharp Retirement | Financial Advisor in Portland ,OR


About Mark Sharp Retirement

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.


General Information

Firm Start Year:   2017
No.of Employees:   1
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 Planning for Individuals, Tax Advice and Services, Retirement Planning, Financial Advice & Consulting


Services

Investment Types:   Annuities, Insurance, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:   Via Email, Video Conference, Via Phone


Firm Information

Advisor's Number of Clients:   75
Advisor's Number of Planning Clients:   75


Compliance

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:   Hourly, Flat Fee
Hourly Rate:   $250.00
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


Education

Bachelor of Science - Computer Science/Mathematics  California State University, East Bay - Hayward, CA
08/27/1983-06/18/1987



Faqs

  • Do you have a customer satisfaction or refund policy? More than often we exceed client expectations but in the event we don't, any paid fees, less cost of services already rendered, and expenses incurred will be fully refunded.
  • Why should I choose you as my financial advisor? Mark has over a decade of experience helping individuals find practical solutions to their investment, retirement, and tax planning challenges. He's a CERTIFIED FINANCIAL PLANNER skilled in addressing a broad range of financial planning areas. In addition, he holds the RICP® designation to deliver comprehensive instruction on building integrated and comprehensive retirement financial plans. And lastly, he's an enrolled agent (EA) licensed at the federal level by the IRS skilled in tax law, tax preparation, and tax planning. The enrolled agent status is the highest credential awarded by the IRS.
  • What are your qualifications? What is your education background? Most planning firms focus on saving for retirement. While that's important, spending in retirement -- retirement income planning -- is far more complex than saving for retirement. For good reason, maintaining steady spending power over a potentially long retirement while facing many risks is not something everyone can manage effectively. My firm brings a unique combination of experience, skills, and training to this problem domain to help clients best utilize their resources to live the life they want in retirement.
  • How do you charge for your services? We offer hour and project service options uniquely tailored to the financial planning needs of those closing in on retirement. Refer to www.marksharpretirement.com for service option details.
  • How are you compensated? How will I pay for your services? As a fee-only firm, we don't manage client assets. We've chosen the assets under advisement (AUA) model rather than the assets under management (AUM) model. The AUA model allows us to provide comprehensive advice on a broad range of financial areas where the yardstick for success is based on achieving goals rather than singularly focused on investment performance as can be the case with the AUM model.
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Disclaimer

The publisher of this website takes great care to thoroughly research the information provided to ensure that it is accurate and current. Nonetheless, the content on this website is not intended to provide tax, legal, accounting, financial, or professional advice, and readers are advised to seek out qualified professionals that provide advice on these issues for specific client circumstances. In addition, the publisher cannot guarantee that the information on this website has not been outdated or otherwise rendered incorrect by subsequent new research, legislation, or other changes in law or binding guidance. The publisher of this site shall not have any liability or responsibility to any individual or entity with respect to losses or damages caused or alleged to be caused, directly or indirectly, by the information or resources contained on this website. In addition, any advice, articles, or commentary included in blog postings, videos, or newsletters do not constitute a tax opinion and are not intended or written to be used, nor can they be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer.

Mark Sharp

Mark Sharp

CFP®, EA, RICP®

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.

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My Services

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

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.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Nationwide

Compensation Arrangements

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