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
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