Sharp Financial Services

At Sharp Financial Services, Inc., we are dedicated to helping individuals and families achieve their financial goals. With over 30 years of experience, we have been guiding our clients through the complexities of personal finance, estate planning, and retirement planning. Our team of experts is committed to providing personalized service and tailored solutions to meet the unique needs of each individual.

Our Team

Our team consists of experienced professionals who have dedicated their careers to helping others achieve financial peace of mind. Jack Sharp, our President, has over 40 years of experience in estate planning and insurance services, while Kevin Pulliam brings his expertise in retirement planning and investment guidance. Jill Mooney has a background in insurance and estate planning, and Ash Pulliam, our newest team member, has a finance degree and a minor in accounting.

Services

We specialize in a wide range of financial services, including:

• Retirement Solutions: We help individuals create customized retirement plans that ensure their financial goals are met, no matter what the market throws their way.
• Wealth Accumulation: Our team of experts provides guidance on how to accumulate wealth, minimize tax risks, and protect your assets for the future.
• Leverage Planning: We help individuals understand the impact of leverage on their finances and provide strategies to optimize their financial outcomes.

Resources

In addition to our services, we offer a variety of resources to help you make informed financial decisions. Our website features:

• Education and Information: Seminars, books, articles, and online tools to help you stay up-to-date on the latest financial strategies and market trends.
• Events: Stay current with our upcoming events and webinars, where we'll be discussing topics such as Social Security strategies and income maximization.

Contact Us

If you're looking for personalized guidance on your financial journey, we're here to help. Contact us today to schedule a complimentary consultation and take the first step towards achieving your financial goals.