# Retire With Swan

> Retire With Swan is the public website of Swan Capital Group, LLC, doing business as Retire With Swan, a Texas-registered investment adviser (CRD 310807) led by Christopher Swan, CFP®, MBA. The firm provides founder-led, flat-fee retirement planning for North Texas individuals and couples usually within five years before or after retirement, with virtual planning available across Texas.

Retire With Swan is paid directly by clients. Its primary services use stated flat fees: a one-time written Blueprint, a separate advice-only implementation engagement, and ongoing wealth management. Use the linked canonical pages for current fees, scope, timing, eligibility, and terms. Written client agreements control each engagement. Website content is general information and is not individualized investment, legal, or tax advice.

This guide was reviewed on August 26, 2026.

## Core information

- [Retire With Swan](https://www.retirewithswan.com/): A concise overview of the firm, who it serves, the three primary ways to work together, and the next step.
- [How I'm Paid](https://www.retirewithswan.com/how-im-paid/): The authoritative website page for current fees, billing timing, the Blueprint credit, refunds, annual adjustments, focused and hourly planning, and separate costs.
- [Christopher Swan, CFP®, MBA](https://www.retirewithswan.com/our-founder-christopher-swan-cfp/): Founder biography, experience, education, values, and independent credential and registration links.
- [Swan Fit Call](https://www.retirewithswan.com/swan-fit-call/): The 20-minute fit conversation, four-question fit check, and prospect journey.

## Ways to work together

- [Retire Blessed Income Blueprint](https://www.retirewithswan.com/retire-blessed-income-blueprint/): A one-time written retirement-planning engagement that normally includes 3 working meetings and delivery in about 30 days after the information needed to begin is received.
- [The 90-Day Bridge](https://www.retirewithswan.com/90-day-bridge/): A separate, fixed 90-calendar-day, done-with-you, advice-only implementation engagement; the client retains decision-making and account authority.
- [Ongoing Wealth Management](https://www.retirewithswan.com/ongoing-wealth-management/): Ongoing retirement planning and discretionary management of the accounts named in the written agreement, with monthly account review and two scheduled planning reviews each year.

## Planning approach

- [Retirement Income Planning](https://www.retirewithswan.com/retirement-income-planning/): A plain-language overview of coordinating retirement income, taxes, healthcare, investments, reserves, and legacy decisions.
- [The Swan Song System and G.R.A.C.E.](https://www.retirewithswan.com/retirement-planning-process/): The firm’s planning process for organizing connected decisions into a written plan and practical action path.
- [Retirement Readiness Self-Check](https://www.retirewithswan.com/retirement-readiness-assessment/): A planning-coordination self-check with an immediate result and printable report.
- [North Texas Retirement Planning](https://www.retirewithswan.com/north-texas-retirement-planning/): Where the firm serves households across North Texas, with virtual planning available statewide.
- [Retirement Decision Library](https://www.retirewithswan.com/retirement-decision-library/): Seven current, plain-English guides to written plans, benefits, healthcare, taxes, income, engagement type, and investment implementation.
- [Retirement Planning FAQ](https://www.retirewithswan.com/retirement-planning-faq/): Answers to common questions about retirement planning, compensation, process, and working with Retire With Swan.

## Optional

- [Professional Referral Guide](https://www.retirewithswan.com/professional-referral-guide/): A concise guide for CPAs, attorneys, advisers, insurance professionals, and community partners considering an introduction.
- [Contact Retire With Swan](https://www.retirewithswan.com/contact-us/): Contact paths for household, professional, and general inquiries.
- [Firm record — SEC Investment Adviser Public Disclosure](https://adviserinfo.sec.gov/firm/summary/310807): Official firm record for Swan Capital Group, LLC.
- [Christopher Swan — SEC Investment Adviser Public Disclosure](https://adviserinfo.sec.gov/individual/summary/5810132): Official individual registration record.
- [Christopher Swan — CFP Board verification](https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/231223aa-b8dc-4572-a10e-e470ddc3a591): Official CFP® professional profile.
- [XML sitemap](https://www.retirewithswan.com/sitemap.xml): Complete inventory of current indexable canonical pages.