Christopher Swan, CFP® Texas Registered Investment Adviser
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Swan Fit Call • 20–30 minutes • Income planning for retirement

Retire with an income plan you can actually understand.

If you’re within a few years of retirement (or newly retired), this is a simple first step to talk through your biggest income and timing questions—clearly and calmly.

Income-first clarity
Tax-smart sequencing
Risk guardrails
Straight answers
Schedule Your Swan Fit Call →
Opens the scheduling calendar in a pop-up. No long application. No pressure.
Fiduciary Texas Registered Investment Adviser CFP® Planning
Clear process. Clear next step. No sales fog.
Christopher Swan, CFP®
What to expect

A quick call that respects your time.

We’ll focus on what matters most right now—income, taxes, and the next decision that has the biggest impact.

What we’ll cover

  • Your top retirement income concern
  • Timing decisions (Social Security, withdrawals, taxes)
  • What “good” could look like for your situation

What you’ll leave with

  • Clarity on fit and next steps
  • One practical action you can take
  • A calmer view of the path forward

What it won’t be

  • No product pitch
  • No “gotcha” pressure
  • No overwhelming homework
Your roadmap

Two simple tools that keep retirement decisions clean.

The Blueprint is the “why + what.” The Swan Song System is the “how we work.” G.R.A.C.E. is the “what we build.”

The Swan Song System
How we guide you
1
Consolidate & OrganizeGet a clean picture of what you have.
2
Solve ProblemsReduce risk and address gaps before they grow.
3
Manage ExecutionImplement with clear steps and accountability.
4
Work the PlanAdjust with discipline as life changes.
Core Offer

Retire Blessed Income Blueprint

An income-first decision process designed to simplify timing, taxes, and retirement paychecks—without the chaos.

Income
Taxes
Timing
G.R.A.C.E. Framework
What we engineer
G
Guaranteed IncomeBuild dependable income for essentials.
R
ReservesBuffers for healthcare and surprises.
A
Asset GrowthPrudent growth with guardrails.
C
Comprehensive Tax PlanningSmart sequencing to reduce surprises.
E
Estate & LegacyCoordinate what matters most.
Client journey

Your Path to a Clear, Written Retirement Plan

Simple. Structured. Built before you retire.

  1. Step 1 20–30 minutes Free introductory call

    Swan Fit Call

    Confirm alignment. No pressure. No preparation required.

    • Simple first step (we keep it clear and human)
    • If it’s not a fit, I’ll tell you quickly and point you to the right next step
  2. Step 2 45 minutes

    Retirement Readiness Assessment

    See where you stand today and what matters most next.

    • Review income, savings, and timing
    • Identify risks and blind spots
    • Clarify upcoming decisions
    • Leave with a clear next-step recommendation
  3. Step 3 3 focused meetings 30–45 days

    Retire Blessed Income Blueprint

    Your written retirement plan, built around the G.R.A.C.E. framework:

    G
    Guaranteed IncomeReplace paychecks; cover mortgages and property taxes.
    R
    Reserves & InsuranceReal-life protection for inflation, healthcare, and long-term care.
    A
    Asset GrowthParticipate in upside without lifestyle risk.
    C
    Comprehensive Tax StrategySS timing, Roth planning, and tax-smart withdrawals.
    E
    Estate & LegacyAlign family, faith, and stewardship goals.
  4. Step 4 Optional

    Execution (Optional)

    Help implementing the plan, only where help is needed.

    • Support putting strategies into place
    • Reduce mistakes and overwhelm
  5. Step 5 Optional

    Ongoing Stewardship (Optional)

    Guidance as life changes, with planning checkpoints through the year.

    • Tax planning season
    • Market volatility and rebalancing
    • Insurance and healthcare reviews
    • Year-end legacy and giving decisions
    • A plan that adapts as seasons, and life, change
Start with Step 1: Schedule a Swan Fit Call →

No pressure, no prep. Just clarity on whether the next step makes sense.

FAQ

Common questions

Short answers. Clear expectations.

What does it cost?

The Swan Fit Call is complimentary. If we both decide to continue, we’ll discuss services and fees clearly.

How long is the call?

Typically 20–30 minutes.

Should my spouse join?

Yes—when possible. Retirement decisions are usually better together.

Do you work with people outside Texas?

It depends. Advisory services are offered where we’re properly registered or exempt. We can clarify on the call.

Next step

Schedule your Swan Fit Call

Pick a time and let’s talk through your retirement income questions—simply and clearly.

Open Calendar & Schedule →
Disclosures: This page is published by Retire With Swan, a Texas registered investment adviser. The information provided is for educational and informational purposes only and should not be construed as individualized investment, legal, or tax advice. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Advisory services are offered only to clients or prospective clients in jurisdictions where Retire With Swan and its representatives are properly registered or otherwise exempt from registration requirements. If insurance products are discussed, they are offered through appropriately licensed insurance agents.