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.

Swan Song System & G.R.A.C.E. Framework | Retire With Swan - Northlake, TX 76247 | CFP®

Swan Song System & G.R.A.C.E. Framework

Our proprietary process guides you from confusion to clarity. It’s designed for Texans nearing retirement who want peace of mind, steady income, and a legacy that honors God and family.

Swan Song System

Consolidate & Organize – Gather all your financial pieces into one clear picture.
Solve Problems – Identify gaps, address risks, and align strategies with biblical wisdom.
Manage Execution – Implement the plan with ongoing guidance and accountability.
Work the Plan – Adjust and refine as life and markets change, keeping your goals on track.

G.R.A.C.E. Framework

Guaranteed Income – Create a personal pension to cover essential expenses.
Reserves – Build emergency and healthcare funds for life’s uncertainties.
Asset Growth – Invest prudently for growth with downside protection.
Comprehensive Tax Planning – Sequence withdrawals and conversions to minimize lifetime taxes.
Estate & Legacy – Align your estate plan with your retirement plan to protect loved ones.

Ready to Retire Blessed? Take the first step toward a confident retirement.
Book your Swan Start Call →