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.
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.

Retire Well Dallas: Time-Tested Strategies. Personalized Results.

At Retire Well Dallas, we believe time isn’t just precious—it’s priceless. After years of hard work, your retirement should be filled with more than just possibilities—it should be filled with purpose, enjoyment, and the freedom to do what you love. That’s why we’ve built our services around one key principle: helping you protect the time you’ve earned and make your retirement the best years of your life.

Through our unique CPA Team-based Model, we bring together certified public accountants and experienced financial advisors to create better outcomes and deliver more value to you, the client. In fact, many CPAs and Enrolled Agents rely on us as their behind-the-scenes resource, leveraging our expertise to implement tailored, tax-advantaged strategies for their clients. We specialize in adapting those strategies to everyone’s goals, financial situation, and risk tolerance—so that no detail is left to chance.

In retirement, what matters most is income after taxes. That’s why our mission is to help qualified clients access the most tax-efficient retirement strategies available. Whether it’s minimizing taxes on Social Security, optimizing RMDs, or designing an income distribution plan that supports longevity, we work to ensure your money works harder—and lasts longer.

In addition to our CPA-integrated model, we offer access to seasoned professionals across all areas of retirement and wealth planning. From investment management to estate planning to legacy building, it’s true one-stop financial servicing—seamless, personalized, and built entirely around you.

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Why Post-Retirement Wealth Needs a New Strategy?

Retirement isn’t the finish line—it’s a new financial chapter. And the rules are different. Suddenly, it’s not just about growth, it’s about preservation, income generation, and minimizing your tax liability.
As a team of post-retirement specialists, we know what matters most. That’s why our wealth management services in California, Dallas TX, Florida, Oklahoma City, Mississippi, and Seattle WA are built on these four cornerstones:
  • Tax-efficient distribution strategies that keep more money in your pocket
  • Premium-financed life insurance structures designed for asset protection and legacy planning
  • Tailored income streams that last as long as you do
  • Market-smart investment guidance to manage risk while growing your nest egg
And if you’re a business owner, we offer wealth management for business owners that combines succession planning with personal retirement goals.

Here’s Where Most Plans Fall Short… and How We Fix It

Too many retirement plans ignore the real issues—rising taxes, market volatility, long-term care risks, and inflation.
That’s where our wealth management comprehensive planning steps in. We don’t just look at your portfolio. We look at your life.
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Our Services Include:

  • Retirement income mapping with inflation-adjusted targets
  • Tax planning for IRAs, Roth conversions, and RMD timing
  • Long-term care protection strategies
  • Life insurance planning with a focus on cash value and legacy
  • Annuity selection for guaranteed lifetime income
  • Social Security optimization that fits your full income picture
You might be wondering—what happens if you outlive your income projections? We’ve planned for that too. Ask us how.

Retirement Isn’t the Time for Guesswork—It’s Time for Clarity

According to a 2023 report from the Transamerica Center for Retirement Studies, only 27 percent of U.S. workers have a written retirement strategy. We make sure you’re not one of them.
From high-net-worth families in Dallas and wealth management in Oklahoma City to relocating retirees in Florida and California, we serve people who are ready to take the uncertainty out of their financial future.
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So What Makes Us Different?

We’re not just another firm offering generic financial advice. At Retire Well Dallas, we focus entirely on the retirement phase of life. Our approach is intentional, informed, and tailored to your situation.

Here’s what sets us apart:

  • Tax-focused planning that minimizes lifetime tax burden
  • Independent financial advice with access to a wide array of products
  • Hyper-personalized strategies based on your goals, values, and timeline
  • Educational empowerment through private consultations and workshops
We don’t use a one-size-fits-all model because your retirement isn’t one-size-fits-all.

Your Goals, Our Roadmap

Whether you’re five years away from retirement or already in it, the right financial structure can turn uncertainty into confidence.

Here’s what we help you achieve:

  • A reliable, inflation-resistant retirement income
  • Tax savings through strategic withdrawal planning
  • A lasting financial legacy for your loved ones
  • Reduced stress around healthcare and long-term care costs
If your current advisor hasn’t talked to you about how taxes will impact your retirement, what else might they be missing?

Ready to See What Retirement Could Really Look Like?

Let’s sit down and review your entire financial picture—from investments to insurance, from Social Security to estate planning. We work with clients throughout California, Dallas, TX, Florida, Mississippi, Oklahoma City, and Seattle, WA. Whether you’re planning from afar or prefer in-person strategy sessions, we’re here to make it clear, simple, and smart.

Schedule your one-on-one retirement strategy call today. Let’s make your wealth work for the retirement you deserve.

Let’s design a plan that rewards your hard work and honors the future you envision. Call us today at 214-762-2327 or email MarkGardner@RetireWellDallas.com to begin planning the best years of your life—with the confidence that comes from knowing your plan is optimized for what really matters.