Learn about one of the most qualified and trusted advisors in the industry today.  

Mark Gardner provides the pre-and post-retirement planning his clients need to achieve the retirement they envision. The hallmark of his services is his employing Tax-advantaged strategies and solutions in delivering a Stress-Free retirement income. 

“With every recommendation,” Mark says, “I have to be able to look at myself in the mirror and know that this is what I would do for myself and my family in the same situation.”  

Having managed people’s money for four-plus decades, Mark has extensive experience guiding clients toward their financial goals throughout the swings of the economy. His education encompasses a bachelor’s degree in Business and Certified in Social Security Claiming Strategies (CSSCS). In addition, he maintains a vigorous program of ongoing education as a member of Ed Slott’s Master Elite IRA Advisor Group, which continually updates him on the latest retirement strategies and tax laws. 

Mark’s experience and education equip him to assist clients with virtually all their financial needs. Whether it’s growing and protecting their savings, maximizing their Social Security benefits, or establishing a secure income stream for the client and their spouse’s lifetime. “The importance of an income stream,” Mark says, “is that retirees don’t live on assets; they live on income! Assets can be lost, stolen, swindled, sued, divorced, or decimated in a market crash. The success of one’s retirement is not one’s asset. It is the income and risk management of those assets. “The end goal is to help you with a PAYCHECK  you can count on to live the life you worked so hard.”  

A resident of Dallas for four decades, Mark is active in B’nai B’rith and serves on several local charities and civic activities. He and his wife, Tsipora, have three sons and one daughter.