Your Retirement’s Personal CFO:
Christopher Swan, CFP®, MBA
With over 14 years of experience, I’ve committed my career to helping people transition into retirement with GRACE.
Why I Started Retire With Swan
In 2010, I started my career in financial services.
Making phone calls for independent advisors in Austin, TX, I loved it!
By 2014, I was a licensed financial advisor, learning the ropes at firms like Edward Jones, Merrill Lynch, and Charles Schwab.
Over the years, I had the chance to help people at every stage of life:
Those just starting out.
Those at the end of their journey, focused on legacy.
And everyone in between.
Through it all, I prayed.
Prayed for God to guide me toward the most purposeful work I could do.
Eventually, it became clear—
My biggest impact would be helping people transition into retirement.
By creating secure, reliable plans, I could help people:
Feel confident.
Transition comfortably.
And focus on what matters most: faith, family, and fulfillment.
That’s why I founded Retire With Swan.
We don’t just focus on numbers.
We focus on people.
To make your retirement journey easier, faster, and transformational,
I’ve crafted and refined the Swan Song System and GRACE Framework.
These systems simplify the complexities of your retirement plans.
They help you clarify your goals, protect your income, and build a roadmap to peace of mind.
If you’re planning your transition into retirement, I’d love to help.
And remember:
It’s never too late—or too early—to better plan your exit.
A Retirement Planner You Can Trust
As a CERTIFIED FINANCIAL PLANNER® with over 14 years of experience, I’ve had the privilege of helping countless people navigate one of life’s biggest transitions. Over time, I’ve developed and refined the Swan Song System to combine a results-driven process with personalized, client-focused strategies that deliver exceptional outcomes
CERTIFIED FINANCIAL PLANNER® designation
14+ years of experience
Founder of Retire With Swan in 2020
Creator of the Swan Song System and the G.R.A.C.E. framework
The Retire With Swan Difference?
Helping you make the leap into retirement is about more than just numbers—it’s about creating a plan that reflects your unique goals, values, and dreams. At Retire With Swan, I take the time to understand what matters most to you, so I can deliver on our Sleep Well At Night promise.
A Tested System: The Swan Song System simplifies your journey into retirement.
Comprehensive Planning: From guaranteed income to estate strategies, we help you plan against your biggest retirement risks and concerns.
Ongoing Support: Biannual updates and reviews keep your plan on track as your life evolves.
Meet Christopher
Outside of helping my clients plan their retirement, my life revolves around my family. My wife, Dakota, and I are blessed with four incredible sons—Topher II, Thorton, Truman, and Theodore—all under the age of 5. Our home is a whirlwind of energy, noise, and laughter, but it’s also filled with faith and love. Raising four boys is no small task, but it’s the greatest adventure we could ever hope for.
Born in 1985, I’ve seen my fair share of life’s challenges and triumphs, which have shaped my dedication to helping people prepare for the future. With over 14 years of experience, I’ve committed my career to helping people through their retirement journey. I value hard work, integrity, and a faith-driven perspective on life and money. Guided by my faith and love for my family, I bring the same care and commitment to every client—helping them build a retirement plan they can trust.