Got Questions? Just Ask Mark
Click Here
Call - (214) 762-2327

"Your Money Matters"

Mark S. Gardner

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.

  • Contact Mark S. Gardner







  • You can attach the following file formats: doc, docx, pdf, ppt, jpg, jpeg, png


 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

Sign up for Blog Posts

Enter your email address to subscribe to this blog and receive notifications of new posts by email.