Episode 62: Mark Gardner
from CEO Money with Michael Yorba Hosted by RNCN
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.
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