We look forward to hearing yours
At Retire Well Dallas, our mission is to provide the ultimate client experience. As an independent financial advisory firm, we take our role as your fiduciary very seriously.
In financially planning for retirement, there is no “one-size-fits-all” model. Our mission is to tailor a solution that fits your needs uniquely. We seek to fully understand your individual needs and goals and then custom tailor a plan to meet them. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.
Retirement is a journey, and we partner with our valued clients both throughout their financial future and those of their loved ones. With a unique focus on wealth preservation, we utilize the best-suited tools in the industry to help achieve your financial goals. Combining income planning, institutional wealth management, and estate planning strategies, we are dedicated to providing the best advice and wealth management solutions to simplify and enhance the quality of your life.
That includes taking the time to fully grasp and appraise your financial situation, and to then provide you with only the highest-quality information, services, and products to help you attain your goals. In financially planning for retirement, there is no “one-size-fits-all” model. Our mission is to tailor a solution that fits your needs uniquely.
We also specialize in retirement planning for Federal Employees.
The unfortunate reality facing federal employees is that a large majority of financial planners simply don’t understand federal benefits or realize how this lack of understanding can inevitably lead to recommendations that may cause significant, irreparable outcomes to their retirement plans.
Our firm is one of the few advisory firms that understand the complexity of federal benefits. This requires ongoing training as regulations shift so our advisors stay up to date on changes as they occur. Our understanding of the Federal Employee Retirement System allows us to provide federal employees with the expertise necessary to design a more comprehensive retirement strategy, specifically suited their needs and goals. We are committed to guiding federal employees through the complex myriad of options, provisions, and tactics to enable them to maximize the benefits they have earned.
Our ultimate goal is to educate and empower Baby Boomers and Federal Employees to make the best financial decisions for their retirement. Mark writes a column for Health Under Government Employment that is published quarterly.
Mark S. Gardner, Managing Director of RetireWellDallas, is an expert in Pre- and Post-Retirement Financial Planning. In addition, his personal experiences, such as suffering a near-fatal car accident and surviving cancer, have confirmed his belief that only in serving others do we find meaning ourselves. Mark’s customers are never a means to an end for him. He genuinely cares about his clients, and his customer-service standards continually bear this out. Mark’s goal is to show his customers the hidden secrets of successfully transitioning from accumulation to distribution in their portfolios. His passion is to open doors for them they thought had been closed, and to secure income that allows them to start living the best years of their lives.
Chat with Mark today by calling 214-762-2327. Or email him at MarkGardner@RetireWellDallas.com.
Contact Mark S. Gardner