Mark Gardner | CEO Money Episode 62

Mark S. Gardner spent 23 years of his 40 years plus at Bear Stearns, overseeing the local Wealth Management department. Gardner has managed over $175 Million for High Net Worth individuals and families and at his boutique, family-ran firm, RetireWellDallas was asked to assist Economic Strategist to offer personalized Pre & Post Retirement Planning. Gardner’s Mission is helping people retire happy! Offering the same blue-chip services of Wall Street giants, but with personalized attention and a focus on retirement income strategies by designing tax advantaged strategies and retirement income plans that optimize their social security benefits and investments, as well as plan long-term care, college funding for children and grandchildren, and much more. For a complimentary assessment of your financial plan, contact Mark via email at [email protected] or call 214-762-2327.