Your retirement planner
Christopher Swan, CFP®, MBA
From the first fit conversation through the planning work, Christopher remains responsible for helping the decisions fit together.
Meet ChristopherFounder-owned · North Texas · Flat-fee retirement planning
Retirement planning for the season when savings begin supporting your life.
For North Texas individuals and couples usually within five years before or after retirement—especially when Social Security, pensions, taxes, healthcare, investments, and withdrawals need to become one written plan. Start with the Blueprint, then decide whether you want Christopher to help implement and manage it.
No commissions. No AUM. Flat Fee.
Christopher Swan, CFP®, MBA
Founder · Husband and father of five · Retirement planner
Who we are
You should know who is sitting across the table.
Retire With Swan is a founder-owned, family-grounded retirement planning firm based in Northlake. You work directly with Christopher Swan, CFP®, MBA—the husband, father of five, and retirement planner whose name is on the firm.
Christopher’s Christian faith informs the firm’s commitment to stewardship, service, and honest counsel. Clients do not need to share his faith to work with Retire With Swan.
Personal by design.
The practice is intentionally focused: retirement planning for people near or newly in retirement, delivered with the accountability of a local North Texas business.
Credentials you can verify.
CFP® professional. MBA. Texas-registered investment adviser. Clear fees and required disclosures are available before an engagement begins.
Review the firm's ADVThe problem
Retirement decisions stop being separate.
A Social Security choice affects taxes. A pension election affects withdrawals. Medicare affects cash flow. Investment risk affects the timing of everything. The challenge is not finding isolated answers. It is making sure the answers work together.
The solution
One written retirement plan. Clear rules for what happens next.
The Retire Blessed Income Blueprint uses the G.R.A.C.E. framework to bring the connected decisions into one plan. The project ends when the Blueprint is delivered. Continue only if ongoing advice would help.
See what the Blueprint includesG Guaranteed income
Social Security, pensions, and the retirement paycheck
R Reserves & insurance
Cash, healthcare, protection, and named risks
A Asset growth & income
Investment purpose, withdrawals, and guardrails
C Comprehensive tax planning
Withdrawal, conversion, and tax timing
E Estate & legacy
Beneficiaries, giving, and family coordination
Tax, legal, and insurance topics are addressed as part of financial planning and coordinated with the appropriate professionals; Retire With Swan does not provide legal or tax advice.
Who we best serve
Best when retirement has become a decision.
Retire With Swan is best for households at the retirement transition who want the decisions written down first and are open to a long-term, fixed-fee relationship if the planning fit is strong. Virtual planning is available across Texas.
Retirement is within about five years—before or after.
You are replacing a career paycheck with income from benefits, savings, and investments, or you are already retired and want to pressure-test the plan.
Several decisions must work together.
The value is in coordinating retirement income, tax timing, healthcare, investments, protection, and legacy—not answering one isolated question.
You want the plan written before implementation.
You prefer a stated flat fee, clear responsibilities, and the choice to delegate investment management only after seeing how the planning works.
Choose your next step
I’m ready to explore planning
Use the private fit check to see whether your timing, connected decisions, and planning posture match the founder-led process.
Check fit and current availabilityI’m still organizing the questions
Take the private Planning Coordination Self-Check. Your individual answers stay in your browser, and you can leave with a printable summary.
Take the readiness self-checkI’m referring someone or connecting professionally
Use the introduction route for a family, client, strategic partner, community relationship, or professional coordination conversation.
Use the referral and partner routeTransparent pricing · Flat fees
Start with the plan. Continue only if it helps.
Plan first with the complete Blueprint. When it is delivered, keep the plan and stop—or choose Ongoing Wealth Management as the full implementation relationship. The Bridge Window remains the advice-only alternative. Fees reflect the service and household type—not portfolio size.
01
Retire Blessed Income Blueprint
Start with the written plan
For a new client household that wants retirement income, reserves, investments, tax planning, insurance, healthcare, and legacy decisions organized into one written plan. The project ends when the Blueprint is delivered.
$1,522
Two invoices of $761
02
Ongoing Wealth Management
The full implementation relationship
For an individual or household that wants ongoing retirement planning and to delegate discretionary management of eligible investment accounts to Retire With Swan.
$9,100
Individual · annual fee
$12,150
Couple or household · annual fee
03
Bridge Window
The advice-only alternative
For an individual or household that wants ongoing retirement-planning guidance while retaining control of investment accounts and implementation decisions.
$5,811
Individual · annual fee
$7,500
Couple or household · annual fee
Current standard ongoing fees are shown and may be adjusted each January 1 based on prior-year CPI-U. If your first ongoing agreement becomes effective within 180 calendar days after your Blueprint is delivered, an eligible Blueprint fee credit of up to $1,522 is applied across the first six monthly billing periods. See How I'm Paid for complete terms.
Check fit before you choose a meeting.
To keep every engagement founder-led, Christopher accepts up to two new Blueprint households each month. The private fit check routes households, referrals, and strategic partners correctly, then the Swan Fit Call confirms the next available start window.