7 Days, 7 Case Studies:
How Texans Retire With Swan

I’ll send you seven short, first‑person case studies from my North Texas practice showing how I use the Swan Song System and G.R.A.C.E. to build order, income, and peace into retirement.

CFP® Fiduciary Northlake, TX Scripture-anchored

What You’ll Get

  • Day 1: Consolidate & Organize your accounts and label every dollar by G•R•A•C•E

  • Day 2: Cover essentials for life with personal pension + Social Security timing

  • Day 3: Build a 12–24 month reserve and right‑size insurance to end panic selling

  • Day 4: Grow with guardrails and a written withdrawal policy

  • Day 5: Engineer lifetime taxes (Roth ladder, DAF now, QCDs later, IRMAA aware)

  • Day 6: Create an estate your kids can execute and a review rhythm that prevents drift

  • Day 7: An integrated case and the one next step if you want help

I’m Christopher Swan, CFP®, MBA.

I’m doing my best to live a blameless Christian life, husband to Dakota, and dad to four boys.

That order matters: Christ first, my bride second, our sons third, then the work God gave me.

I built the Swan Song System and G.R.A.C.E. framework so every dollar has a job and every retiree I work with can Sleep Well At Night.

This series shows exactly how I do it with real Texas families. Names and details changed; lessons intact.

“Let all things be done decently and in order.” — 1 Corinthians 14:40 (KJV)

Frequently Asked Questions

  • No. It’s educational. Real case studies with names changed and numbers illustrative.

  • No. You’ll get six days of lessons. The only invitation is in the final case study and email.

  • 3–5 minutes. Clear, first‑person, and practical.

  • The principles still apply. Local tax and legal rules can vary.

  • Anytime with one click.

Educational content only. Not individualized tax, legal, or investment advice. Projections are estimates, not guarantees. Social Security, Medicare/IRMAA, tax, and estate rules change; examples are illustrative and time‑stamped. Review prospectuses and disclosures.

Retire With Swan | 1821 Red Bud Trail, Northlake, TX