Do you offer virtual financial planning consultations?

Yes. We offer both in-person meetings at our Northlake office and secure virtual consultations for clients who prefer to meet online, so you can get advice from anywhere.

Do I have enough saved to be a client?

Our typical client has saved between $300k and $3M and plans to retire in the next 1–10 years. Many of our Northlake neighbors fall in that range. If you're close, let's talk — no judgment, just honest guidance.

How will my money be invested and guarded in a market crash?

We use a bucket strategy. Your growth bucket holds custom ETF/stock portfolios with dynamic guardrails, and your income bucket includes pensions, Social Security, and next-gen annuities if appropriate. These guardrails help throttle withdrawals when markets dip.

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Retire With Swan — your retirement-focused CERTIFIED FINANCIAL PLANNER™ in Northlake, TX. Proudly serving Northlake, Justin, Argyle, Denton, Lantana & neighboring communities. Virtual planning statewide.

1821 Red Bud Trl
Northlake, TX 76247

940-373-5877
hello@retirewithswan.com

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This website includes educational content only; not individualized investment, legal, or tax advice. Advisory services are offered by Retire With Swan only under a written agreement and after delivery of required disclosures; not an offer or solicitation where prohibited. Investing involves risk, including loss of principal; past performance is not a guarantee. Insurance guarantees are subject to the issuing insurer’s claims‑paying ability. Annuities are insurance products, not deposits or securities. We are not affiliated with the Social Security Administration or any government agency. Biblical references reflect our convictions and are not financial advice. Client testimonials may not be representative and are not a guarantee of results. Registration with any regulatory authority does not imply a certain level of skill or training. See our Form ADV, Terms of Use, and Privacy Policy.

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