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"Your Money Matters"

Products

Annuities

An annuity is a financial product that allows a contract holder to accumulate money on a tax-deferred basis and receive a series of payments at regular intervals. People purchase annuities to obtain an income they will receive from Social Security ..

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Term & Whole Life

LIFE INSURANCE- If you can’t be there to catch them, give them a safety net. Life insurance is one of the most important investments you can make in your family’s future, … Read More »

Final Expense

With the average funeral costing between $7,500 to $10,000 a year and increasing three percent a year on average making final arrangements for a loved one is one of the largest expenses a family will face.Final expense insurance provides seniors with…

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Long Term Care

Long-term care insurance helps replace a major portion of your income when you are injured or unable to work. The right long-term care plan is a very important element of your total protection… Read More »

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…. Read More »

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Tags
 Helping families with retirement & pre-retirement planning while maximizing your social security benefits: Annuities, Wealth Management & Life/Disability/Long Term Care Insurance.

Latest Blog Posts

Local RetireWellDallas, Mark S. Gardner, Owner Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC Members of Ed Slott’s Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techn[...] Read More >>

Local RetireWellDallas, Mark S. Gardner, Owner Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC Members of Ed Slott’s Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techn[...] Read More >>


Using Your IRA for a Short-Term Loan Reported By Mark S. Gardner, 214-762-2327 For many Americans, their IRA is their largest asset. It is not surprising then that in times of financial trouble they may want to turn to their IRA as a quick source of cash.[...] Read More >>

Using Your IRA for a Short-Term Loan Reported By Mark S. Gardner, 214-762-2327 For many Americans, their IRA is their largest asset. It is not surprising then that in times of financial trouble they may want to turn to their IRA as a quick source of cash.[...] Read More >>


About Mark S Gardner

Mark S Gardner,
Managing Director,
Address: 5307 E. Mockingbird Lane.
Suite 500
Dallas, Texas 75206
Mobile: 214-762-2327
Fax: 469-914-6088
Email:MarkGardner@RetireWellDallas.com
Website: www.RetireWellDallas.com


Mark Gardner on Willie Lambright Radio Show

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