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Meet Christopher Swan, CFP®

As a CERTIFIED FINANCIAL PLANNER® with over 14 years of professional experience, I’ve committed my career to helping people navigate the complexities of retirement planning. If you're looking for a trusted advisor to help you maximize your retirement dollars, I'm here to help.

I do my best work with:

  • People preparing for one of life’s biggest transitions—retirement. Whether it’s in the next 5 years or just around the corner, we help you turn your savings into lifelong income.

  • Those who have worked hard, saved diligently, and are ready to make their efforts pay off. Our expertise is best suited for people who have put together a retirement nest egg(excluding real estate)

  • People who value personalized plans and expert advice to align their retirement with their goals, family, and values.

  • People who want to ensure their loved ones are protected and their legacy endures. From estate planning to family-focused financial strategies, we help you leave more than memories.

  • People who want to protect their savings from market downturns and rising costs while still growing their wealth. Our dynamic guardrail strategies help you strike the perfect balance.

  • People who value a clear, results-driven process that delivers a personalized plan quickly.

What People Are Saying.

Crystal A.

“Chris has made investing and financial planning something I look forward to rather than a daunting task, if I were to go about this alone.”

Ignacio G.

“He’s very informative and takes the time to explain everything so it’s easily understood. He lays out a clear plan of progression to set you and your family up for the future. Highly recommend!”

Cornelio A.

“Chris has been an amazing benefit to my financial life style.”

Matt W.

“Chris has been helping me with everything finance related for a year now. Very happy with his advice and my portfolio progress.”

Retire With Swan has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.

Why Book a Free Assessment?

Retirement planning can be complex, but our assessment is designed to give you clarity and actionable insights. Here’s what you’ll gain:

✔️Personalized Insights.

Receive tailored recommendations based on your unique goals, concerns, and lifestyle.

✔️Confidence in Your Plan.

Understand how the Swan Song System and G.R.A.C.E. framework address your retirement challenges.

✔️Actionable Next Steps.

Learn how to secure guaranteed income, grow your investments, and protect your legacy.

Questions We’ll Help You Answer.

We want to travel. What can we afford to spend?

What’s the best way to fund our retirement income?

Can we retire?

How can we be tax smart during our retirement?

How do we prepare for the unexpected?

Common Questions People Ask.

  • Q: What is a free assessment?
    A: It’s a one-on-one conversation where we review your current retirement situation, find opportunities to improve, and help you plan for the future. There’s no obligation and no cost—it’s simply a way to get clarity about your next steps.

  • Absolutely not. Our focus is on giving you valuable insights and advice for your retirement. If you decide to work with us afterward, great. If not, you’ll still walk away with a better understanding of your retirement plan.

  • That’s fantastic! We’ll help you double-check it to make sure it’s on track. We can also point out areas where you might improve, like reducing taxes, protecting against inflation, or planning for healthcare costs.

  • It usually takes about 30-45 minutes. We keep it simple, focused, and tailored to your needs.

  • This is for people who are serious about preparing for retirement, typically 55 and older, with $250,000 or more in retirement savings. If you want a retirement plan you can count on, this is for you.

  • Not much! Just bring an idea of your retirement goals and any key financial information, like savings or income sources. We’ll guide you through the rest.