Business Hours
M-F 9am-5pm, Sa-Su Closed
Services
Investment Management, Retirement Planning, Financial Planning, Annuity, Long Term Care
Brands
Retire With Swan, Swan Song System, G.R.A.C.E. Framework, Sleep Well At Night
Year Established
2020
Listed In: Financial Planning, Investment Services, Life and Health Insurance
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… 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. Read more