Mark Sharp Retirement

Financial Services | Portland, OR

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about this business

We are increasingly responsible for figuring out how to save during our working years and converting these savings into sustainable income for an ever-lengthening number of retirement years. The nature of risk changes in retirement, as the lifestyles of retirees, become more vulnerable to the impacts of market volatility, unknown longevity, and spending shocks. Retirees have one opportunity to build a successful plan.

The challenge in building an effective retirement income plan is to use available income tools and tactics in a strategic manner to meet the financial goals of retirement while also managing the risks confronting those goals. The financial goals of retirement include sustainably meeting a lifestyle spending goal for as long as one lives, providing a legacy for the family or community, and maintaining liquidity to cover unexpected expenses and contingencies in retirement. There is no one best practice for retirement income. What will work for you depends not only on your goals, but on your comfort level.

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.

At Mark Sharp Retirement, we’re focused on retirement income planning. 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. All advice and strategy that we work on together ties back to that vision.

additional information

Hours of Operation

  • monday 9:00am - 5:00am
  • tuesday 9:00am - 5:00am
  • wednesday 9:00am - 5:00am
  • thursday 9:00am - 5:00am
  • friday 9:00am - 5:00am

Services

  • Investment planning
  • Retirement income planning
  • Tax planning
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Mark Sharp Retirement location & information

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818 SW 3rd Ave # 221-1228
Portland, OR 97204-2405
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