Retirees or Seniors
Small steps taken today result in great future strides
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Michael Sharp
CEO
CFP®, CLTC
Sharp Wealth Management520 S Union Ave, Springfield, MO 65802
Broker Affiliation: None/NA
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Pre-Retiree
Do something today your future self will thank you for
Major Milestones I Specialize In
Career Changes or Job Loss
Don't allow today's unexpected situations put your future at risk
Early Retirement or Financial Independence
Allow today's preparation to develop into tomorrow's peace of mind
Retirement Planning
You can decide to delay your planning, but time won't wait on you
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Each individual's situation, circumstances, and objectives are unique - which is why our solutions are uniquely tailored as such for each client. Sharp Wealth Management is deeply convicted to providing comprehensive financial planning solutions that are focused on fulfilling each client's best interests and specific situation. We have made a conscious effort to remain independent, to ensure we are able to maintain this approach and not be subjected to the "one size fits all" approach to which many of the larger industry firms subscribe. To get a view into our commitment, passion, and experience please visit: https://sharpwm.com/about-us/ For a more details explanation of our services please visit: https://sharpwm.com/our-services-2/
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.