Retire With SwanRetirement planning

Meet Christopher

Your life is personal.
Your planning
should be, too.

I’m Christopher Swan I. I help people who have spent years building their retirement savings make thoughtful decisions about the life those savings can support.

CFP® · MBA · Founder of Retire With Swan

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Christopher Swan I smiling in a T-shirt, with his arms folded.
Christopher Swan ICFP® · MBA

Why this work matters to me

Money has a job
beyond the numbers.

My grandfather, Azzie Mitchell, raised my twin brother and me. Living on a fixed income, he made room for our education. His choices shaped the opportunities we had and the lives we went on to build.

That stays with me. A financial decision is also a decision about time, people, responsibility, and the future you’re trying to make possible.

I’ve worked in financial advice since 2013 and founded this firm in 2020. Today, I live in Northlake with my wife, Dakota, and our five sons. Family life gives me plenty of reminders that a plan has to work in the middle of a real life.

When we work together, I want you to understand the decisions in front of you, the reasoning behind the plan, and the work I’m responsible for carrying.

Christopher Swan I

Christopher and Dakota Swan with their five sons.
Christopher, Dakota, and our five boys.

Experience & education

The path
to this practice.

My career began in business leadership, then moved into financial advice in 2013. In 2020, I brought that experience into a practice of my own.

Professional experience

  1. –

    AT&T

    Leadership Development Program.

  2. –

    Financial advice
    and client service

    Roles at Edward Jones, Merrill Lynch, and Charles Schwab.

  3. –present

    Retire With Swan

    I founded the firm in June 2020—a flat-fee, fee-only practice focused on the decisions that come with retirement.

    Swan Capital Group, LLC
    doing business as Retire With Swan

Education & credentials

Texas A&M International University
Bachelor of Business Administration
Master of Business Administration
Division II college basketball.
U.S. Air Force Academy
Attended 2003–2005.
CFP® professional
CERTIFIED FINANCIAL PLANNER™ certification.

What you can expect

Care you can see
in the work.

A direct relationship.

I lead the planning relationship and take the time to understand what you’re working toward.

Decisions explained.

You deserve to understand why a recommendation fits, what it assumes, and when we should revisit it.

Clear responsibilities.

We agree on the work, the fee, and the decisions you retain. Any additional service is your choice.

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