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…

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.

Gabriel Herzig

Gabriel Herzig brings 35 years of expertise in education and real estate transactions. Upon relocating to Dallas, Gabriel partnered with Mark Gardner. Through this collaboration, Gabriel mastered advanced strategies to save pre- and post-retirement clients substantial amounts by minimizing avoidable taxes. Together, they assist families in establishing living trusts, reducing both cost and stress.

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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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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.

Client's Testimonials