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.

Christopher Swan, CFP®, MBA 3/12/25 Christopher Swan, CFP®, MBA 3/12/25

Healthcare Costs in Retirement: Planning for Medicare and Beyond

Healthcare costs are one of the largest expenses in retirement. Learn how to plan for Medicare, out-of-pocket costs, and strategies like HSAs and long-term care insurance to protect your financial security.

Client Links
Altruist
Financial Planning

Quick Links
Home
Our Founder
Our System
Library
Investing
Retirement Gap Call

Retire Blessed, Not Stressed.
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

CERTIFIED FINANCIAL PLANNER® Professional Badge

Retire With Swan - Texas Registered Investment Adviser

ADV 2A & 2B | Privacy Policy & Disclaimers

Copyright © 2025. Swan Capital Group, LLC, dba Retire With Swan. All rights reserved.