Welcome to RetireWellDallas and The “CPA Team Based Model” that helps CPAs and Financial Advisors create better results and deliver more value to you the client.
Some say it’s free, but it is actually priceless!
We cannot own it, but we can use it wisely and shrewdly.
We cannot 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.
Why not protect that?
When all the business meetings are over and you are retired, “All you have is time.” Let’s not waste another minute before discussing your personal financial goals and dreams.
The Team at RetireWellDallas, is committed to helping you reach your financial goals. That is why we spend so much time up front to understand your financial and lifestyle objectives before we offer any financial advice. We provide custom strategies based on your individual needs.
Please call @ 214-762-2327 or email us today @ markgardner@RetireWellDallas.com so you can begin to reap the benefits you worked so hard to earn.
Our services include:
- Wealth management
- Financial planning
- Retirement planning
- Trust and estate planning
- Investment and portfolio planning
- Life insurance
- Long-term care strategies
- Investment Advisors
- Insurance Captives & Offshore Tax Advantaged Strategies
- Section 59 Plans & Retirement Plans
At RetireWellDallas., you not only work with a personal investment advisor, you also have the entire team working on your behalf. Our investment advisors are independent and work on a fee-based system, ensuring a fiduciary responsibility to our clientele.
As a registered investment advisory firm, we do not get commissions for investment advice. We represent your interests and offer a variety of investment opportunities. An investment advisor charges clients a fee that is negotiated in advance. The advisor cannot earn any other profits for investment advice from the clients without the client’s prior consent.
An independent financial advisory firm and insurance agency, we offer a wide variety of tools and services, tailored to help individual clients around the nation.
We believe an investment advisor should approach your financial health comprehensively and manage your entire portfolio to help make sure each critical element is in place.
- recommend suitable insurance products to clients based on the information you give us,
- work together to help you manage your portfolio,
- help plan your investments, and
- provide you with investment advice.
Our experienced investment arm is CreativeOne. When appropriate, we work closely with CreativeOne to help clients maximize all opportunities available to improve their position for current and future financial well-being. CreativeOne helps tailor Whole Life & Term Insurance Strategies and Retirement and Annuity Products.
An unwavering commitment
Every member of RetireWellDallas is committed to earning your trust by putting your personal success ahead of our professional success. We are only successful if you are successful.
We stand ready to provide the professional guidance you need to help you achieve your long-term goals. To speak with a retirement professional, call our office at 214-762-2327, or contact us at MarkGardner@RetireWellDallas.com
By contacting us you may be offered insurance and/or investment products for sale.
Specializing in wealth and retirement planning
RetireWellDallas provides solid retirement strategies for retirees and pre-retirees throughout the nation so they may enjoy their retirement years with greater financial confidence and independence.
Connect With Us
*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.
The 10 Reasons Why to Consider Buying an Annuity. This report does not intend to provide tax or legal advice. By requesting it, you receive information regarding the purchase of insurance and investment products in the future.
Advisory services are only offered to clients or prospective clients where RetireWellDallas and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by RetireWellDallas unless a client service agreement is in place.
Contact Mark S. Gardner