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.

Retirement Income.

Calculated.

In 60 Seconds.

No spreadsheets. No jargon. Plug in your numbers and see a paycheck you can live on.

Retirement Income Calculator

Current Age: Nest‑Egg Size ($): Monthly Social Security Benefit ($): Monthly Pension Benefit ($): Desired Stable Income Ratio – % of Guaranteed Lifetime Income/Investment Income: 0%

Illustrative only. Rates and assumptions change; not a guarantee. Consult Retire With Swan for a personalized plan.

Rates last updated: July 10, 2025

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Retire Blessed, Not Stressed.
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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