Watch This Video To Learn How To Secure Your Financial Future

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

Let's Meet

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 Financial Checkup

In this checkup, you'll discover...

  • How long your current savings could last in retirement.
  • All of your options to make your money work for you. 
  • How to optimize your social security benefits.
  • How you could legally pay fewer taxes. 
  • Strategies to help ensure you never run out of money in retirement.
SCHEDULE AN APPOINTMENT

OUR MISSION

We help advance the retirement readiness of women, widows and divorcees to get the most from their retirement savings.

Complimentary eBook: Women and Wealth Action Guide

In this eBook you will learn...

  • How to make the most out of every dollar you've saved for retirement.
  • How to ensure you don't run out of money in retirement.
  • How to enjoy the same lifestyle you did before retirement.
  • How to cover all healthcare, medical and long-term expenses.
  • And much, much more! 

Test Your Knowledge Of Women & Wealth 

Contact Us

Still have concerns about your financial future? Our team is here to help. You're one click away from expert answers to your most critical retirement questions.

Address: Retire Well Dallas 14241 Dallas Parkway, Suite 650 Dallas, TX 75254  

Phone: 214-762-2327  

Website: www.RetireWellDallas.com