Mark Sharp Retirement is a retirement planning practice based in Portland, Oregon, serving clients nationwide. It works with people approaching retirement and those in the early years of retirement who want ongoing guidance as their financial needs and circumstances change. Rather than treating portfolio management as a stand-alone service, the practice coordinates spending, income, taxes, and investments through its Retirement Coordination Framework™.

The framework follows a deliberate sequence: identify what retirement spending must support, determine where income will come from, consider the tax implications and timing of income and withdrawals, and align investments with their intended responsibilities. Mark Sharp Retirement also offers an ongoing annual planning rhythm, with reviews during the year to assess changing circumstances and decisions such as Social Security, Roth conversions, portfolio withdrawals, Medicare-related thresholds, required minimum distributions, charitable giving, and spending changes.

The practice provides an introductory meeting for prospective clients and a free guide explaining its approach.