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What We Do

By working with a retirement professional, like those found at SHARP ADVISORS, you can feel more confident about the future. Working with individuals and families in all stages of retirement planning, we offer a wide array of services including:

Income Planning

Income planning is a critical element of a solid retirement strategy. A major financial goal is to have a consistent and reliable stream of income that will last through retirement. We help clients address critical questions, such as how to shift from retirement savings to retirement income, how to estimate monthly income, and how to develop strategies focused on helping to make those assets last.

Benefits Plan Optimization

Executive compensation packages and employee benefit plans offered through your employer are a great way to save for retirement. However, selecting the best options and maximizing contributions can cause uncertainty. We can help you understand how your retirement plan works, how to optimize benefits and coordinate your plans with your other retirement and investment strategies.

Social Security

As clients approach retirement, many have a number of questions regarding Social Security. How much will my income benefit be? How do I maximize my benefits? When should I begin taking Social Security? We understand the complexities of Social Security and have the resources to address our clients’ questions.

Investments and Asset Management

Many clients transitioning into retirement are focused more on managing and preserving their wealth and less on taking risks. We help clients analyze their income sources and determine how to match them with future expenses.


As individuals age, the need for insurance changes. Products like life, long-term care insurance, and annuities, both fixed and variable, are ways individuals can protect their family and assets. With so many available programs and plans, we help clients determine an appropriate solution.

Estate Planning

Many individuals, couples, and families don’t just want to make their assets last for their lifetimes; they want to leave a legacy for their heirs. However, the financial side of estate planning is often overlooked and can have a significant impact on one's family. We can assist clients in articulating their estate planning needs and coordinate the work of other professionals who may be needed, including attorneys and CPAs.