Your Retirement CFO:
Christopher Swan, CFP®, MBA
With over 15 years of experience, I’ve committed my career to helping people transition into retirement with GRACE.
A Retirement Planner You Can Trust
As a CERTIFIED FINANCIAL PLANNER® with over 15 years of experience, I’ve had the privilege of helping countless people navigate one of life’s biggest transitions. Over time, I’ve developed and refined the Swan Song System to combine a results-driven process with personalized, client-focused strategies that deliver exceptional outcomes
CERTIFIED FINANCIAL PLANNER® designation
15+ years of experience
Founder of Retire With Swan in 2020
Creator of the Swan Song System and the G.R.A.C.E. framework
Why I Started Retire With Swan
In 2010, I started my career in financial services.
Making phone calls for independent advisors in Austin, TX, I loved it.
By 2014, I was a licensed financial advisor, learning the ropes at firms like Edward Jones, Charles Schwab, and Merrill Lynch.
Those years taught me how the system works—how money moves, how people think, and where real trust breaks down.
Then came 2018.
While helping a client redeem her Treasury bonds, I mailed them for her to make things easier.
That simple act—done to serve—violated a company procedure.
And with that, my corporate career ended.
It was painful.
But it was also the moment God made my calling unmistakable.
He showed me that my work was never meant to serve a corporation.
It was meant to serve people.
People who need guidance.
People who want clarity.
People who deserve a plan rooted in stewardship, not sales.
That’s why I founded Retire With Swan.
A faith-driven fiduciary firm built to help families retire with confidence, integrity, and peace.
Through the Swan Song System and G.R.A.C.E. Framework, I help clients clarify their goals, protect their income, and build a plan that aligns with their faith, family, and future.
If you’re preparing for retirement, I’d love to help you find peace in your plan—and freedom in knowing you’re retiring blessed, not stressed.
The Retire With Swan Difference?
Helping you make the leap into retirement is about more than just numbers—it’s about creating a plan that reflects your unique goals, values, and dreams. At Retire With Swan, I take the time to understand what matters most to you, so I can deliver on our Sleep Well At Night promise.
A Tested System: The Swan Song System simplifies your journey into retirement.
Comprehensive Planning: From guaranteed income to estate strategies, we help you plan against your biggest retirement risks and concerns.
Ongoing Support: Biannual updates and reviews keep your plan on track as your life evolves.
Meet Christopher
Outside of helping my clients plan their retirement, my life revolves around my family. My wife, Dakota, and I are blessed with four incredible sons—Topher II, Thorton, Truman, and Theodore—all under the age of 6. Our home is a whirlwind of energy, noise, and laughter, but it’s also filled with faith and love. Raising four boys is no small task, but it’s the greatest adventure we could ever hope for.
Born in 1985, I’ve seen my fair share of life’s challenges and triumphs, which have shaped my dedication to helping people prepare for the future. With over 15 years of experience, I’ve committed my career to helping people through their retirement journey. I value hard work, integrity, and a faith-driven perspective on life and money. Guided by my faith and love for my family, I bring the same care and commitment to every client—helping them build a retirement plan they can trust.