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Retire TAX-FREE with Confidence: Guaranteed Income, No-Loss Protection, and No Hidden Fees

Whether you’re a teacher or a retiree with significant savings, our strategies help you protect your assets and secure lifetime income.
Let’s Secure Your Retirement

YEARS OF EXPERIENCE

+ Businesses helped

% Happy Clients

+ Expert Associates

Comprehensive Retirement Solutions for Teachers and Retirees

Pension & Annuity Planning

Align your TRS benefits with income you can count on.

Tax-Free Strategies

Keep more of your money in retirement.

Education-First Guidance

We explain every option in plain English.

Legacy & Estate Planning

Protect your family and pass on your wealth.
Let’s Secure Your Retirement

Retirement Solutions for Texans

Guaranteed Income Strategies

Peace of mind for life.

Tax-Free

Protect what you’ve earned.

Family Legacy Planning

Safeguard your loved ones’ future.

No-Loss Guarantee

Stop-loss features mean you’ll never lose a penny of your hard-earned savings.

Why Teachers and Retirees Trust Retirement MergerMasters

Client-First Promise – We work for you, not commissions.

Transparency Always – No gimmicks, no sales scripts.

Proven Teacher Focus – Helping Texas educators retire with confidence.

Long-Term Trust – Solutions that protect you for life.

Let’s Secure Your Retirement

Experience You Can Trust

With 43+ years in M&A consulting, corporate management, and ownership, we’ve seen every angle of business transitions. Our history proves that honest, ethical consulting works where broker-driven deals often fail.

My husband ran our multi-location business with strict control. When he died neither my sons nor I had much skill at running the business. I paid TWO companies for valuations and only received one back. By that time Dale had valued and sold the business. I would recommend him highly”.

Details: Cash-flow = $90K; Sold business + 2 buildings for $2.5M; KW was 75-year-old grandmother.

– WK

I had paid two retainers and one was for $45,000 and did not see a single buyer. I was told my business was un-sellable by a rude business broker. Dale evaluated our business and determined that something was wrong with our accounting or pricing. It was both. I can’t believe we have an offer
Details: Losing Money; Took deal so no more brokers could steal retainers; Studied Market; Found Turnaround Experts; Sold for 5X Listing Agreement; Over $5M; FM was an elderly grandmother.
Details: Cash-flow = $90K; Sold business + 2 buildings for $2.5M; KW was 75-year-old grandmother.

– FM

Dale is the best prepared M&A consultant I have dealt with in over 20 years of doing turnarounds for a $2B private equity firm. When I met with his sellers I was completely prepared and amazed at how well he knew the business in-depth. All of his information was accurate and his vision for the company was spot on!!

– MJ

Mr. McFarland is always professional in his appearance and handling of all matters. The other broker did not know anything so Dale did everything for his client, too. I am glad to call him a friend.

– NA

I have met a lot of business brokers and would never recommend or do business with any of them except Dale McFarland. He is the only one that really cares about his clients and it shows.

– VC

We really appreciate all of the long, hard work you have put in. We have been very impressed with all of the good prospects and deals that you have brought in.

– FG

Your Presenter

Dale R. McFarland

Founder

Dale R. McFarland grew up on a farm outside a town of 900 people where he still organizes charity events, reunions, and golf outings. In high school, he was always chosen Class President, team captain, and excelled in sports. He went to college and earned a degree in Chemical Engineering and quickly rose through the ranks in a Fortune 50 career. He has started and grown multiple businesses including sales, marketing, manufacturing, and consulting entities in the chemical, real estate, solar, and M&A industries. 

Dale is the founder of, and best known locally, for his role at MergerMasters, Inc. The M&A firm has thrived for over 27 years due to his relentless work ethic, attention to details, unrivaled problem-solving skills, and incomparable commitment to his clients. Dale started in the M&A world when he learned business owners in Texas were being tricked into paying for huge retainers and worthless business valuations. God was calling. He eliminated those practices by mailing 10,000+ letters a month offering free advice and a sales partnership to clients. He was involved in bringing a class-action lawsuit that put the worst brokers out of business. God was watching.

The financial world has long been like those bad brokers. He’s been scammed for decades when trusting big names to invest his money. He watched insurance carriers and agents collaborate to scam his wife, sister-in-law, and their cousins (all teachers) while handling their pensions. He got an insurance license in 2009 at the request of his clients because they couldn’t trust their insurance agents or financial advisors. This established MergerMasters Financial Group, and  he has searched tirelessly for skilled and ETHICAL partners and they are few!  Dale vows to be a disruptor to the long-accepted practice of luring clients only to sell the highest commission products rather than what is best for the client. He promises to be YOUR man on the inside building teams with experts to provide real solutions for real problems we all face striving to leave the maximum legacies for our families and communities. And he will never stop looking out for you. God is watching.

Dale’s wife retired from Conroe ISD after 30 years of teaching in Title One schools and now works tirelessly doing community service work for Interfaith of The Woodlands.

Let’s Discuss Your Business Goals

Ready to Retire with Confidence?

You’ve spent your career shaping young minds. Now it’s time to secure the future you deserve. With financial strategies designed for Texas teachers and retirees, we’ll protect your pension, reduce your taxes, and provide guaranteed lifetime income.
Let’s Secure Your Retirement