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Mark S. Gardner

3838 Oak Lawn Ave Suite 1000





Pre & Post Retirement Specialist

About Me
Workshops Offered

College Planning
Estate Planning
Exploring Your Options for a Quality Retirement
Getting Fiscally Fit
First Time Home Buyers
Financial Blunders
Getting Your Financial House in Order
Social Security Explained
I.D. Theft
Investing Basics for Women
Investment Concerns in a Fragile Market
Issues of Aging Parents
How to Increase Your Health and Wellness
Legal Lessons for Life
Maximizing the Right Mortgage Strategies in Todays Market
Taking Control of your Cash - Addressing Debt
Refining your Mortgage 101
Strategies for a Sustainable Income in Retirement
Stress and Your Health
Tax Planning
The U.S. Housing Crisis
Understanding 401k Rollovers
Understanding Critical Disability Issues
Women Approaching Retirement and Beyond
You and Your Credit Score
Financial Behavior

Mark Gardner

Mark S. Gardner helps his clients make plans before and after they retire so, they can have the kind of retirement they want. The hallmark of his services stands out because he uses tax-advantaged strategies and solutions to ensure his clients have a worry-free & stress-free income in retirement.

“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.”
Phone: 214-762-2327



Having managed 2500 plus of people's money for four-plus decades, Mark has extensive experience guiding clients toward their financial goals throughout the economy's swings. His education encompasses a bachelor's degree & masters work in business and marketing.

He is certified in Social Security Claiming Strategies (CSSCS) and college funding. In addition, he maintains vigorous ongoing education as a member of Ed Slott's Master Elite IRA Advisor Group, which updates him on the latest retirement strategies and tax laws.

His professional experience and education equip him to assist clients with their financial needs – including growing and protecting their savings, maximizing their Social Security benefits, and establishing a secure income stream for their and their spouse's lifetime. With his acumen he reached The EXPY Award for being one of the top advisors in the USA. Additionally, he was awarded the Quilly award for his writings and becoming a Best-seller.

He is a specialist in Pre & Post retirement planning and if you qualify, he can help you convert your retirement funds from “Forever Taxed to Never Taxed”

“Retirees don't live on assets, which can be lost, stolen, swindled, sued, divorced, or decimated in a market crash,” Mark says, "The importance of an income stream is paramount as most retirees live on income!” The success of one's retirement is not one's asset. It is the income and risk management of those assets. “The goal is to help you with a PAYCHECK you can count on to live the life you worked so hard for.”

Mark S. Gardner has been interviewed and quoted by many of the top financial papers like Forbes, Benzinga and Yahoo Finance. He has been seen on ABC, NBC, CBS & Fox affiliates on the Hit Show Success Today. For a second retirement planning opinion, contact Mark below.

A longtime resident of Dallas, Texas, Mark is active in House of David, B'nai B'rith International, and serves on several local charities and civic activities. In 2017, he helped send more than 50,000 kosher meals to Houston to victims of Hurricane Harvey. He also volunteers his time as a basketball referee for YMCA youth. He and his wife, Tsipora, have three sons and one daughter.

Mark is a Best Seller & Co-author with Jack Canfield PREPARE YOURSELF FOR AN AUTHENTIC FINANCIAL RETIREMENT 195.

“I’ve had cancer and was involved in a major car accident. I’ve survived identity theft,” Mark says. “My wife, family, and friends still stand by me through everything. I consider myself the luckiest man alive.”

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