Our Services

Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

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Taxes Retirement Planning

No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.

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Insurance Review

Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.

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Wealth Management

Retire Well Dallas and the “CPA Team-based Model” helps CPAs and Financial Advisors create better results and deliver more value to you, the client….

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Legacy & Heritage Wealth Planning

Retire Well Dallas and the “CPA Team-based Model” helps CPAs and Financial Advisors create better results and deliver more value to you, the client…

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Mark S. Gardner

Mark S. Gardner, managing partner and founder of Retire Well Dallas, is a trusted guide for retirement planning. With a career spanning over four decades, Mark has cemented his reputation as a pre-and post-retirement specialist, offering expert guidance on premium finance life insurance and tax-advantaged retirement strategies.

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Gabriel Herzig

Gabriel Herzig and Mark have collaborated to teach sophisticated tax mitigation strategies. Together, they have saved qualified pre & post-retirement clients thousands of dollars otherwise lost to avoidable taxation. As a result, these clients have access to significantly more funds in their retirement years. In addition, they help families to establish Living Trusts which avoid the stress and costs of probate. Gabriel is leading the expansion of Retire Well which has recently opened a Houston office.

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Members of Ed Slott’s Elite IRA Advisor GroupSM train with Ed Slott and Company on a continuous basis, have completed requisite training, passed a background check, attend required workshops and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees.

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Featured on the Hit Show Success Today

Call 214-762-2327

or email us today at MarkGardner@RetireWellDallas.com,and secure the benefits and income you’ve worked so hard to earn.

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Client's Testimonials

For anyone nearing or at retirement age, and even if you’re just starting your career and need guidance for the future, Mark is the person to contact. He will help you lay out a retirement strategy based on his many years of experience. Most important, Mark is a great person and you will enjoy working with him!

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Don Goldstein

If you want to retire, you need to start planning now. If you want to retire WELL, you need to hire Mark Gardner now! The founder of RetireWellDallas, formerly Managing Director of Bear Stearns, Mark is the most knowledgeable, sensible, and sensitive retirement planner in the field. I hope for Mark’s sake that he retires someday, but I hope for our collective sake that RetireWellDallas continues to serve generations of Dallasites. If you’ve worked hard, you deserve to retire well — and that means you deserve Mark Gardner!

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Judy Tashbook Safern

First and foremost, Mark Gardner is a gentleman. His philosophy is simple, complete care for his clients. He takes the time to listen to and understand his clients and their needs. He then deftly addresses those needs leveraging his own expertise and utilizing his powerful network of expert professionals. If you’re looking for someone who truly understands wealth management, finances and tax strategies, talk to Mark!

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Gideon Posner

Don Goldstein

For anyone nearing or at retirement age, and even if you’re just starting your career and need guidance for the future, Mark is the person to contact. He will help you lay out a retirement strategy based on his many years of experience. Most important, Mark is a great person and you will enjoy working with him!

Judy Tashbook Safern

If you want to retire, you need to start planning now. If you want to retire WELL, you need to hire Mark Gardner now! The founder of RetireWellDallas, formerly Managing Director of Bear Stearns, Mark is the most knowledgeable, sensible, and sensitive retirement planner in the field. I hope for Mark’s sake that he retires someday, but I hope for our collective sake that RetireWellDallas continues to serve generations of Dallasites. If you’ve worked hard, you deserve to retire well — and that means you deserve Mark Gardner!

Gideon Posner

First and foremost, Mark Gardner is a gentleman. His philosophy is simple, complete care for his clients. He takes the time to listen to and understand his clients and their needs. He then deftly addresses those needs leveraging his own expertise and utilizing his powerful network of expert professionals. If you’re looking for someone who truly understands wealth management, finances and tax strategies, talk to Mark!

Tom & Margo Levine

Tom & Margo Levine, Client since 2014 “About 6 years ago, we sought your services to advise us on planning for our financial security in retirement. Since that time we have had several meetings with you which have served several purposes including our retirement expectations and longer-term estate planning. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important client and your astute advice you have provided has already led to significant benefits. You are always caring and engaging, but at the same time, we are never in doubt of your professional acumen. We appreciate that you always explain everything thoroughly and we never feel uncomfortable asking questions or expressing an opinion.”

Barbara “Bobbie“ Cohen

Barbara “Bobbie” Cohen, Dallas, TX “Mark was able to look at my finances and help me map out a retirement plan that addressed my concerns and needs. And he did it in a way that was easy for me to understand and follow. It was a huge relief. Now I feel a lot better about my retirement and future after meeting with Mark. I would recommend Mark to anyone, as he went above and beyond anyone I met with before.”

Brad Gelsky

Brad Gelsky Executive Vice President at Medify Air “Mark is truly “one in a million,” always placing others’ needs above his own. His focus on what is best for the person/client, whether it be financial or personal is unmatched. Mark’s expertise and knowledge in his field are evident, and his advice can be completely trusted.”

Robert Wood

Robert Wood Owner Robert Wood Attorney at Law Mark is one of the hardest working people I know. He is a very good person and cares very much about his clients. Often Mark will go out of his way, staying long hours to serve his clients, double checking to make certain things are right.

Francois Bouville

Francois Bouville, Senior Vice President at Wells Fargo Capital Finance “Mark’s reputation precedes him wherever he goes. He demonstrates true professionalism and is very personable. He has always put the client’s best interest first and has been instrumental in putting people together in the finance sector. A man of honor and would highly recommend Mark without hesitation.”

Bruce Bradford

Bruce Bradford, SVP Business Banker – Bank of Albuquerque: “I came to know Mark through the Dallas Business Forum about 20 years ago. He has a business network that eclipses anyone else I know, and the heart and knowledge to share it effectively with dozens of people every week. He has introduced me to valuable contacts dozens of times, supporting my success in a very meaningful way.” I too have referred him, clients, because of his incredible knowledge, high moral standards, and personable approach with clients.

Lynn Atherton

Mark is very trustworthy and knowledge of the retirement industry. He will help you with your needs.