Christopher Swan, CFP®, MBA
I founded Retire With Swan in 2020. I provide retirement planning for households approaching or living in retirement, coordinating income, Social Security, taxes, investments, insurance, and estate decisions in a written plan.
Who is Christopher Swan?
Christopher Swan is a CFP® professional, MBA, and founder of Retire With Swan, a flat-fee retirement planning firm based in Northlake, Texas. His background includes roles at AT&T, Edward Jones, Charles Schwab, and Merrill Lynch. He founded the firm in 2020 and focuses on retirement planning.
Credentials and prior roles
CFP® professional and MBA, with prior roles at AT&T, Edward Jones, Charles Schwab, and Merrill Lynch. Founder of Retire With Swan since 2020.
Retirement planning
The firm works with households approaching or living in retirement and coordinates income, Social Security, taxes, investments, insurance, and estate decisions.
Flat-fee structure
Retire With Swan is paid only by clients. The Blueprint is a fixed-fee project, and standard ongoing fees are fixed by service and household type—not calculated as a percentage of assets. The firm and its supervised persons do not receive compensation from the sale of investment, insurance, or annuity products.
Education and professional experience.
Before founding Retire With Swan, I worked at AT&T, Edward Jones, Charles Schwab, and Merrill Lynch.
Education and college basketball
I attended the U.S. Air Force Academy, competed in Division II college basketball, and earned a business degree and MBA from Texas A&M International University.
AT&T Leadership Development Program
I began my professional career in AT&T's Leadership Development Program and worked at AT&T from 2010 to 2013.
Financial services experience
I worked in financial-advice and client-service roles at Edward Jones, Charles Schwab, and Merrill Lynch.
Retire With Swan
I founded Swan Capital Group, LLC, dba Retire With Swan, in June 2020. The firm focuses on retirement planning through the Retire Blessed Income Blueprint, advice-only planning, and ongoing wealth management, each offered under a stated flat-fee model.
What I received—and what I hope to pass on.
As I have worked in this profession and reflected on my own life, I often think about my grandfather, Azzie Mitchell. He raised my twin brother and me from the time we were three. Even while living on a fixed income, he made our education a priority. I am deeply grateful for what he sacrificed to create opportunities for us.
I also think about how more financial preparation, clearer communication, and a shared understanding of the support he might need as circumstances changed could have made some of the difficult parts easier. I am grateful for what he gave us, and I have learned from what was difficult. I work to carry both lessons forward.
My hope is to pass both on: his willingness to sacrifice for the next generation, and greater clarity for the people who may one day need to carry the plan.
My family and faith.
I live in Northlake with my wife, Dakota, and our five sons.
My Christian faith shapes how I approach stewardship, service, family, and work. Clients do not need to share my faith; they should expect it to shape the care, candor, and responsibility I bring to the work.
Retirement advice should be coordinated, written, and built for real life.
As savings begin supporting life, families need more than investment commentary. They need a plan that gives the money an assignment, makes connected decisions together, and remains understandable when people or conditions change.
Begin with the life.
The plan needs an assignment: the people, purpose, responsibilities, and ordinary days the money is meant to support. Then the financial design can be built around what matters.
Coordinate the decisions.
Social Security, taxes, withdrawals, investments, insurance, and estate choices should be tested together before they become recommendations.
Build for the hard day.
A plan should still be understandable when markets fall, health changes, or someone else must help operate it. That requires clear rules, organized records, and honest tradeoffs.
If this is how you want retirement planning to feel, the next step is simple.
A Swan Fit Call is a direct conversation with Christopher about the retirement decision in front of you and whether Retire With Swan's flat-fee planning is the right fit.