Helping families with retirement & pre-retirement planning while maximizing your social security benefits: Annuities, Wealth Management, Life/Disability/Long Term Care Insurance, College Funding and Tax Specialist.
We Specialize in Retirement Planning
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, 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 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 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, 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, 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.
Welcome to Retire Well Dallas
“Your Money Matters”
We at Retire Well Dallas have a simple goal: To make your retirement the best years of your life.
Time and finances can slip away almost invisibly. We have seen it happen all too often, too unnecessarily. We understand how important time and financial security are in our own lives, so we care about every client that walks through our doors. It’s why we at Retire Well Dallas dedicate so much time upfront to understand your financial and lifestyle objectives before we offer any financial advice. We’re committed to delivering you a custom strategy based on your individual needs, not some tossed-off stereotype or 4% rule that sounds great in theory but can’t be realized in practice over the long term.
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.
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
Life Insurance: If you can’t be there to catch them, give them a safety net.
How much will you need when you retire?
The number one concern pre-and post-retirees have is not dying, it is running out of money! We face a longevity risk. Most Americans retire when they reach 65, but they may live well into their 80s, 90s, even past 100. Wherever you are in that spectrum, an all-season portfolio could be the answer.
The Retirement Income Gender Gap
Studies show that American women control $14 trillion of wealth and have life expectancy several years longer than previous generations. That’s the good news. Here’s the concerning news: women today also face lower lifetime earnings than their male colleagues and longer periods of disability.
Navigating the College Savings Crisis
Are you sitting down while you read this? Please sit, because I don’t want you to faint. College costs roughly triple from the time a child is born until the day he/she moves into the dorm.
The Most Misunderstood Investment Vehicle
Were Hamlet a contemporary American rather than a fictional prince of Denmark, here is what would perplex him:
“To buy, or not to buy life insurance? That is the question! Whether Whole Life ‘tis better for the family fortune, or to invest in a Term policy in the event of a sea of troubles, And, by thus investing, end them?”
Is a Reverse Mortgage Right for You?
We’re living longer, healthier lives, but with that comes the added stress of maintaining your desired lifestyle for a lengthier retirement. You know it’s necessary to plan and consider all your available retirement tools, but is it possible you’re overlooking the most valuable tool of all – your Housing Wealth?