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.
Some say time is free, but it is actually priceless. We can’t own it, but we can use it wisely. We can’t keep it, but we can make the best of it. You spent your whole life working to have more time to spend with your family, travel and do the things you love to do. We’re here to help you protect that time. We’re here to help you make your retirement time the best time of your life.
In addition to the “CPA Team-based Model,” we work with Series 65 professionals to make sure our clients can access all the elements of both retirement planning and wealth management in our firm — it’s true one-stop financial servicing. Please call 214-762-2327 or email us today at MarkGardner@RetireWellDallas.com so you can begin to reap the benefits you worked so hard to earn, and we can design a plan to help you celebrate the best years of your life.