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 1/13/25 Christopher Swan, CFP®, MBA 1/13/25

5 Big Problems to Solve Before You Retire

Planning for retirement involves more than just saving. This blog outlines five critical problems to solve, from managing risk to preparing for health care costs, ensuring you can enjoy a financially secure retirement.

Christopher Swan, CFP®, MBA 1/10/25 Christopher Swan, CFP®, MBA 1/10/25

Planning for Early Retirement

Thinking of retiring early? This blog outlines the key factors to consider, from Social Security benefits to supplemental income and health insurance coverage, so you can plan confidently for early retirement.

Christopher Swan, CFP®, MBA 1/6/25 Christopher Swan, CFP®, MBA 1/6/25

A Recipe for Retirement Savings

Creating a solid retirement savings plan requires a mix of annuities, mutual funds, and life insurance. This blog explores how combining these elements can help you build a secure financial future.

Christopher Swan, CFP®, MBA 1/3/25 Christopher Swan, CFP®, MBA 1/3/25

Draft a Retirement Wish List for Your Financial Adviser

Meeting with a financial adviser? This blog explains how drafting a retirement wish list will help you clarify your goals and create a more personalized retirement plan.