RetireWellDallas

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Your money matters.

Hours

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Services/Products

Welcome to RETIREWELLDALLAS 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. "time ": 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. MARK gardner’s ACCOMPLISHMENTS: ENERGETIC leader with significant expertise driving sales. Profits. And market shares to NEW heights hands on collaborator. Adept in opening NEW markets and building strong sales relationships with clients recognized for ability to work cooperatively with clients to identify untapped niches and mutually grow business superior public speaking abilities; known by clients and industry notables AS “ONE of the best in the business” strong understanding and expertise in developing branding. And sales strategies for tapping into growing investment markets optimistic leader with an entrepreneurial CAN DO attitude. But with firmly planted PRAGMATISM. SPECIALTIES: ANNUITIES BUSINESS continuation STRATEGIES MORTGAGE PROTECTION FINAL EXPENSE WHOLE/TERM life INSURANCE DISABILITY/CRITICAL ILLNESS/LONG term CARE WEALTH MANAGEMENT/HIGH NET-WORTH OFFSHORE asset PROTECTION INSURANCE captive CLIENTS RETIREMENT analysis and PROGRAMS ESTATE STRATEGIES EMPLOYEE benefit and retention SERVICES FOUNDATIONS and TRUSTS PROPERTY and CASUALTY SOCIAL security maximization & integration.

Neighborhoods

Royalwood Estate, Northwest Dallas

Other Link

http://www.retirewelldallas.com

Categories

Mortgages, Financing Consultants