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Retirement planning for North Texas

Flat-fee retirement planning for the transition ahead.

Retire With Swan helps households make the connected decisions around retirement—from income and taxes to healthcare and investments. Start with a one-time written plan, then choose how much help you want putting it to work.

Start with a Swan Fit Call How I’m Paid
A continuous landscape moving from saving, across a bridge, toward family life in retirement
Income · taxes · healthcare · investments

Retirement decisions rarely arrive one at a time.

Social Security. Pensions. Taxes. Medicare. Portfolio withdrawals. Family and legacy decisions. Each decision changes the others—and many arrive in the same few years.

Retirement income, tax, healthcare, investment, and legacy decisions connected to one household plan
Christopher Swan, founder of Retire With Swan

Work directly with Christopher Swan, CFP®, MBA.

Christopher is the founder and retirement planner behind Retire With Swan. He helps households bring the connected decisions around retirement into one clear plan.

Meet Christopher

How Retire With Swan can help

Retire Blessed Income Blueprint binder, six-page summary, and supporting reports One-time plan

Retire Blessed Income Blueprint

A written retirement plan that brings income, taxes, healthcare, investments, and legacy decisions into one place.

See the Blueprint
The 90-Day Bridge implementation field guide Done with you

The 90-Day Bridge

Short-term, advice-only help making decisions and putting the plan into action while you keep control of your accounts.

See how the Bridge works
Ongoing Wealth Management planning folio Done for you

Ongoing Wealth Management

Ongoing retirement planning and portfolio management for households that prefer to delegate more of the work, for a flat annual fee.

See ongoing service details

Not sure which kind of help fits?

A 20-minute Swan Fit Call can help you figure out what makes sense right now.

Start the fit check See the planning process