Watch This Video To Learn How To Maximize Your Retirement Readiness

Learn about one of the most qualified and trusted advisors in the industry today.  

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Mark Gardner provides the pre- and post-retirement planning his clients need to achieve the retirement they envision. The hallmark of his services is his dedication to their best interests.  

“With every recommendation,” Mark says, “I have to be able to look at myself in the mirror and know that this is what I would do for myself and family in the same situation.”  

Having managed people’s money for four-plus decades, Mark has extensive experience guiding clients toward their financial goals throughout the swings of the economy. His education encompasses a bachelor’s degree in Business and the designation of Certified in Social Security Claiming Strategies (CSSCS). He maintains a vigorous program of ongoing education as a member of Ed Slott’s Master Elite IRA Advisor Group, which continually updates him in the latest retirement strategies and tax laws.  

Mark’s experience and education equip him with the tools to assist clients with virtually all their financial needs – whether it’s growing and protecting their savings, maximizing their Social Security benefits, or establishing a secure income stream for the client and their spouse’s lifetime.  

“The importance of an income stream,” Mark says, “is that retirees don’t live on assets; they live on income! Assets can be lost, stolen, swindled, sued, divorced, or decimated in a market crash. Success of one’s retirement is not assets. It is income and risk management. You need a PAYCHECK!”  

A resident of Dallas for 33-plus years, Mark is active in B’nai B’rith and YMCA basketball. He and his wife have three sons and one daughter.

Schedule An Appointment for Your Complimentary Retirement Analysis

In this analysis, you'll discover...

  • How to help simplify the issues critical to your retirement.
  • How to transition from a savings plan to an income plan
  • If adjustments are needed to your current retirement strategy.
  • A plan that's aligned to maximize your retirement. 
  • You'll have a process to act as a guide as you go through your retirement.
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OUR MISSION


We help advance the retirement readiness of pre-retirees and retirees to help them get the most from their retirement savings. Striving to provide secure income and peace of mind is at the core of each retirement plan.

Two Complimentary eBooks

In thes eBooks you will learn...

  • How long your money will last if you stop working today.
  • The appropriate spending rate for your retirement savings.
  • The pre-retirement income needed to maintain your current standard of living.
  • How longevity affects funding your retirement.
  • And much, much more! 

Test Your Knowledge About Retirement Readiness 

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