Yext tracking pixel

Christopher Swan - Retire With Swan

(940) 373-5877
1821 Redbud Trl, Northlake, Texas, 76247

Business hours

Monday 9:00am to 5:00pm
Tuesday 9:00am to 5:00pm
Wednesday 9:00am to 5:00pm
Thursday 9:00am to 5:00pm
Friday 9:00am to 5:00pm
Saturday -
Sunday -

About us

Retire With Swan | Swan Capital Group, LLC — Faith-based, fiduciary retirement & financial planner serving Northlake plus Denton & Tarrant counties. Christopher Swan, CFP®, MBA helps teachers, nurses, local business owners & neighbors planning to retire within 1-10 years + turn 401(k)s & IRAs into steady, tax-smart income and growth. Swan Song System + G.R.A.C.E. framework: Social Security & TRS pension maximization; guardrail-driven portfolio management; Roth conversions & lifetime tax reduction; guaranteed income & annuity analysis; LTC, legacy & charitable planning. Serving Northlake, Argyle, Roanoke, Flower Mound, Southlake, Keller, Grapevine, Plano & nearby. Book your free Retirement Assessment — call 940-373-5877 or schedule online.

Call us today to learn more!

Year established 2020
Brands Retire With Swan, Swan Song System, G.R.A.C.E. Framework, Sleep Well At Night
Services Investment Management, Retirement Planning, Financial Planning, Annuity, Long Term Care

Reviews


No reviews yet. Be the first to write a review!